Simple, Personalized Estate Planning Process
Starting your estate plan is an important step. offers a straightforward, client-focused process designed to make everything clear, convenient, and tailored to your needs from beginning to end.
The goals of this process:
- Get to know you, your family, and your long-term goals
- Keep the process simple, flexible, and efficient
- Create a personalized estate plan that reflects your unique situation
Reach out and schedule your initial consultation
Begin by sending an email or making a phone call. You’ll start with an initial phone consultation to discuss your needs and next steps.
You’ll also receive a client intake questionnaire to complete as best you can before your meeting. Don’t worry if you can’t finish everything—we will go through it with you during your appointment.
Meet with and design your estate plan
You’ll meet with us at a location that’s convenient for you. During this meeting, we’ll take the time to understand your family, assets, retirement plans, investments, and overall goals.
Together, we’ll review your options for a will-based or trust-based estate plan and discuss important decisions such as selecting agents for your powers of attorney.
Once you’ve chosen the plan that fits your needs, you’ll sign an agreement to move forward and a draft of your estate plan will be emailed to you within about a week for your review.
Review, finalize, and receive your documents
After you’ve reviewed your draft, a signing meeting will be scheduled. At this meeting, each document will be carefully reviewed, signed, and notarized.
Your original documents will then be scanned and organized before being delivered to you in a folder within two weeks. You’ll also receive digital copies via email for easy access anytime.
Work Directly with
You’ll work one-on-one with an Idaho attorney throughout the entire process—from your first call to final document delivery.
With over twenty years of legal experience, including work as a public defender, prosecutor, and elder law attorney, focuses on explaining estate planning in a way that is clear, practical, and easy to understand.