We know that beginning your estate plan is a big step, we have designed a process that to ensure your confidence every step of the way. Each decision is carefully reviewed with you and yet the entire process usually take more than 4 to 6 weeks, so you know that very soon after your meeting with Attorney Basche your family could be totally protected.

We offer a unique combination of warmth, patience and efficiency.

The planning process itself begins with an initial meeting that is an opportunity for you to meet with Attorney Basche so that you each can determine whether there is a good fit between you and our firm. This meeting will usually last about 1 1/2 hours.

During this initial meeting, Steve will go through exactly what your loved ones would have to do and where your assets would go if something happened to you assuming that your current plan were in place (which may mean no plan at all).

We will then talk about whether you want to take steps of change what would happen by implementing a new estate plan

If there is a good fit between you and our firm, Steve will help you to choose the right plan and fee that is right for your family.  If one of our planning levels is not appropriate, we will design one that is.  

Occasionally, depending on the level of planning you choose and the complexity of your situation, a second planning meeting may be needed,  but once your plan has been designed to your satisfaction, you will return to our office about 2-4 weeks later to sign your planning documents. 

If you need to make a minor change in the next year, we will do that free of charge. 

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