Estate Planning Through Wills and Trusts
For people who don’t want a complicated legal process (or family battle)
Estate Planning Made Simple
That doesn’t sound like a sentence that should exist, but we found a way. There are various documents that you need to have in order to plan your estate, protect your legacy, and create a plan that matches your desires. It can feel like a lot.
At the same time, you don’t want your assets to go to the wrong people (trust me, we saw your face at that wedding) or to pay unnecessary taxes. That’s why we created a seamless way for you to plan your estate and sign everything electronically in just a couple of meetings with our Washington-based legal team.
Licensed Attorneys
With decades of collective legal experience, we know how to craft documents that honor your exact wants.
Remote-Friendly
We have a physical office in Wenatchee, Washington, but can carry out the entire process online if you prefer.
Flexible Operating Hours
You’re not confined to the typical 9-5 with us. We have extended hours to make finding time to do this easier.
Flat-fee Packages
Because an extra surprise $2000 due to unforeseen billable hours makes us scared for you.
How It Works
Watch our process in action to understand how we do what we do. And all of the things we’ll do instead of you. ;)
Accessible and convenient legal for people who want to hand this off and know their family is covered.
The future is here
And it starts with our firm’s process
Free Planning Meeting
Schedule a free planning meeting via Zoom with one of our paralegals to learn about your options and find something that's tailored to your exact needs.
Client Questionnaire
Complete your short, simple client questionnaire so we can learn more about you, your estate, and what your wishes are.
Design Meeting
Have a Design Meeting with your attorney to review your questionnaire and further discuss options.
We Handle Everything
We take care of everything behind the scenes. The .5 is because you don't have to do anything for this part.
Review Meeting
Hop on the Review Meeting on Zoom to discuss the drafts, make changes, and answer questions.
Signing Meeting
The final Signing Meeting allows you to electronically sign (or in-person at our Wenatchee office) your estate planning documents and take a deep breath knowing your family is taken care of.
The Investment
Typical Spend: $1500 - $4,285
*you’ll get a flat-fee package rate on the call, because surprise billable hours are not how we roll