Our Process

1

Discovery Call

An initial, no-cost, conversation to understand your needs and answer your questions.

15-30 minutes

2

Consultation

We take time to explore your wishes, explain your options, and outline a tailored and costed plan.

1-2 hours

3

Document
Drafting.
Review
& Revision

We draft all relevant documents, reflecting both legal precision and personal nuance.

We review them with you and make revisions where needed.

4

Signing
& Execution

We guide you through the legal signing process and ensure all documents are properly witnessed and stored.

5

Ongoing
Support

Need to make changes in the future? We’re here for you, long after the paperwork is done.

The whole process takes between three to six weeks to complete*

*Not including the registration of LPAs.

Thorough, thoughtful planning

Get started with Estate Planning Partners.