Resources Preserving Legacies, Securing Futures: Your Trusted Estate Planning Partner
We start the process with an "Estate Planning Essentials" video for those who are interested in learning more about the estate planning process. Schedule a vision meeting with us to access the video today.
1IntroductionAfter signing up for a vision meeting, you will watch a video that provides an overview of estate planning.
2VisionDuring this meeting, you will meet with Mr. Kissling and discuss your case and specific planning needs.
3DesignThe second meeting with the attorney involves sitting with Mr. Kissling and actually putting your plan together.
4SigningIn the third and final meeting, you will review the plan, tie up any loose ends, and sign your finalized plan.