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How it works

From first call to a signed plan

Here's what happens at each step, and what's asked of you.

  1. 01

    Step 1: You reach out

    Tell us in a sentence or two what's going on. We'll set up a first meeting, usually within the week.

  2. 02

    Step 2: We listen

    An hour, in the office, at home or by video. Bring a list of what you own and who matters. Before you leave, you'll have a written fee quote.

  3. 03

    Step 3: We draft

    Antonia writes the documents and sends you plain-language drafts to read at home, with a one-page summary on top.

  4. 04

    Step 4: You sign

    We meet again to go through every page. We bring the witnesses and the notary.

  5. 05

    Step 5: We finish the details

    We record the new deed, help you update beneficiaries, and hand you a binder with the originals.

If someone has already died

Probate and guardianship work runs on the court's calendar, not ours. We give you a written timeline and update it as things move.

  • A first call

    We ask what was signed, what's owned, and who's involved.

  • A clear list

    You get a list of what's yours to do and what's ours.

  • Regular updates

    We write when anything moves, and you can always call.

Start with the first step

Call or send a note. We'll take it from there.