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Your Simple Planning Journey - Step by Step

Step 1: Intro Call

Step 2: In-Person Planning Session

✔ Free 15-minute phone or Zoom meeting

✔ Get to know each other

✔ Discuss goals & next steps and location.

Step 2: In-Person Planning Session

✔ Meet at my office, your home, or a coffee shop

✔ Review your needs and select the right plan

✔ Simple, clear, and pressure-free

Step 3: Follow- Up Interview(s)

Step 2: In-Person Planning Session

Step 3: Follow- Up Interview(s)

✔ I’ll call you personally to walk through key details

✔ Confirm names, roles, and special instructions

✔ Make sure your plan fits exactly what you want

Step 4: Plan Creation

Step 5: Signing Ceremony

Step 3: Follow- Up Interview(s)

✔ Pay the flat fee to begin

✔ I’ll follow up with personalized interview questions

✔ First draft ready in 1–2 weeks

Step 5: Signing Ceremony

✔ Meet again to sign your documents

✔ You or I provide two witnesses

✔ Everything handled with care

Step 6: Final Delivery

Step 5: Signing Ceremony

✔ Documents scanned and organized

✔ Deeds filed (if needed)

✔ Final packet delivered within one week

KC Legacy Law

Meet & Greet

Your First Step: Make an 15 Minute Appointment

Your Simple Planning Journey - Step by Step

Step 1: Intro Call

Step 2: In-Person Planning Session

Step 2: In-Person Planning Session

Step 2: In-Person Planning Session

Step 2: In-Person Planning Session

Step 2: In-Person Planning Session

Step 3: Follow- Up Interview(s)

Step 2: In-Person Planning Session

Step 3: Follow- Up Interview(s)

Step 4: Plan Creation

Step 5: Signing Ceremony

Step 3: Follow- Up Interview(s)

Step 5: Signing Ceremony

Step 5: Signing Ceremony

Step 5: Signing Ceremony

Step 6: Final Delivery

Step 5: Signing Ceremony

Step 5: Signing Ceremony

Contact Us

Drop us a line!

Better yet, see us in person!

KC Legacy Law

Hours