Our Process

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Our Estate Planning Process

A thoughtful, personalized approach—designed around you

Creating an estate plan is about more than documents. It’s about making informed decisions that protect the people and priorities that matter most to you.

Our estate planning process is intentionally designed to be personalized, efficient, hassle-free and pressure-free—giving you clarity before commitment and guidance every step of the way.

A Better Way to Begin Estate Planning

Many people come to estate planning with questions, uncertainty, or only a general sense of what they need. Instead of starting with a rushed consultation, we begin with a process that allows you to understand what you're doing and why, empowers you with guided options to design your plan, and helps us to understand your situation fully before making recommendations.

This approach leads to:

More thoughtful planning
Clearer recommendations
A better attorney-client fit

Here’s how it works.

Step 1: Complete Your Online Planning Interview

You’ll begin with a secure, guided online planning interview designed to gather the information we need to evaluate your goals, family dynamics, assets, and concerns.

You can complete the interview at your own pace, on your own time. Most clients finish in about 30–45 minutes, and you can save your progress and return when you’re ready.

You don’t need to have all the answers—this step is simply about helping us understand you and what's most important to you.

More About the Planning Interview

Our interview program was built by Brian Qualls personally, and is an estate planning system in and of itself. It's very comprehensive, while also remaining simple and clear. It gives us all the basic information we'll need in order to best advise you, and guides you step-by-step through the key points of trust and estate planning, allowing you to make substantial progress at your convenience from any device.

The interview asks for general/approximate information and does not require any security-sensitive details. You can save and return to the interview as needed.

There are two versions of the interview, one for individuals, and another for married couples.

👉 Start Your Planning Interview Below

Begin the Individual Interview

Begin the Couples Interview

Step 2: Receive Your Personalized Planning Recommendation

After reviewing your interview responses, we prepare a Personalized Planning Recommendation tailored to your specific situation.

You’ll receive:

A clear written overview of our recommended estate planning approach
A personal video walkthrough explaining the recommendations and addressing questions raised by your interview
Transparent pricing and scope details, so you know exactly what’s included

This step replaces the traditional intake consultation and allows you to review everything thoughtfully—without being overwhelmed or put on the spot.

Step 3: Decide How You’d Like to Move Forward

Once you’ve had time to review your Personalized Planning Recommendation, you decide what comes next.

You may:

Accept & Proceed if everything feels aligned
Request a brief confirmation call if you’d like to talk things through
Or pause if the timing isn’t right

We're about clarity and fit, not pressure.

Step 4: We Prepare and Implement Your Estate Plan

If you choose to proceed, we take care of the details from start to finish.

This includes:

Drafting your estate planning documents for review and approval
Coordinating signing and notarization
Recording deeds with the appropriate County, when applicable
Providing guidance on trust funding, account titling, and beneficiary designations

Our goal is to ensure your estate plan is not only well-designed, but properly implemented—so it works when it matters most.

We Will Be There for You Later, as Well

Once the above steps have been completed, you can celebrate the accomplishment and take comfort in knowing that we will address any requested changes at no additional change for a full 90 days from the date of signing. We find this alleviates any unnecessary perceived pressure or perfectionistic tendencies with your decisions, which in turn allows you to move through the process with greater ease. Moreover, we are a relationship law firm and will remain available as your personal attorney to keep your plan current over the long haul as your assets and personal/family dynamics change, as well as provide assistance to your loved ones following a death.

To Stay Current