OUR ESTATE PLANNING PROCESS
At Obsidian Ridge Law, we believe in a structured yet personalized approach to estate planning. Our process is designed to ensure that every client receives comprehensive, tailored advice and solutions. Here's a step-by-step overview of how we work with you to secure your legacy.
STRATEGY
SESSION
Education Focused
Review the State’s Estate Plan
Discuss Your Needs + Goals
Cost of Our Services
Engagement
DESIGN
Design an Estate Plan That Meets Your Unique Needs and Goals
Often Held With The Strategy Session
SIGNING
Sign Your Legal Documents Before a Notary and Two Witnesses
DELIVERY
Delivery of Your Estate Plan Portfolio
ASSET ALIGNMENT + FUNDING DISCUSSION
Often Held with the Delivery Meeting
Ensure Your Assets are Aligned with Your Estate Plan
CONTINUED GUIDANCE
Free Review of Your Estate Plan Every 3 Years
Expedited Reviews for Life Changes
READY TO BEGIN?
Embarking on your estate planning journey is a significant step towards securing your legacy and ensuring peace of mind for you and your loved ones. Reach out to Obsidian Ridge Law today, and let's get started.