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Direct Booking

Estate Plan Design Meeting

The next step after your webinar or Peace of Mind Planning Session — this is where we finalize your decisions and start drafting your documents.

Turn your estate plan into reality

The Estate Plan Design Meeting is the working session where your plan moves from concept to legal documents. We’ll confirm whether you’re building a will-based or trust-based plan, finalize the structure using the details from your Family Profile, and lock in the specifics for every document.

This page is for clients who have already attended our webinar or completed a Peace of Mind Planning Session. If you haven’t, please book a free consultation first.

  • Confirm will-based vs trust-based plan
  • Design your estate plan using your Family Profile
  • Begin drafting your legal documents (sent within 2–3 weeks)

Schedule your design meeting

Pick a time that works for both of you.

Prep

What to have ready

A quick checklist so your hour is spent on decisions, not logistics.

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Your Family Profile

The questionnaire you completed before this meeting — we’ll reference it throughout. Need to update or review your answers? Log in to DecisionVault.

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Names & contact info

Executors, trustees, guardians, healthcare agents — with addresses and phone numbers.

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Asset list

Approximate balances for major accounts (home equity, retirement, life insurance, investments).

After Your Meeting

What happens next

1
We draft your documentsBased on every decision made during your design meeting.
2
Drafts delivered within 2–3 weeksSent for your full review — read through, take notes, no rush.
3
Review & revisionsWe answer questions, make revisions, and schedule your signing — remote or in person.

Not yet ready for a design meeting?

If you haven’t had your initial consultation yet, start there. Most clients meet with Ryan once before booking a design meeting.

Book a Free Consultation