Lewis & Sullivan advise clients on their estate planning matters to give you the peace of mind that should you become incapacitated or when you pass, your loved ones are properly cared for. Our Estate Planning follows an estate three step process;

1. Meet and Plan

   The first step in the estate planning process is an approximate one hour conference where we will intake information from you related to your family and finances and discuss with you your specific needs, concerns, and questions.

2. Draft and Review

   After our meeting we will provide you with drafts of each document discussed along with a synopsis letter to explain in layman’s terms the details of such documents and your selections. Upon your review, when the documents have been finalized…….

3. Execute

   Finally, we will have an office conference where every document will be properly executed with the necessary witnesses and notary.