Our Unique Process
- The Discovery Experience
- The Griffin Office Advantage
- The Relationship Conference
- The Clarification Letter
- The Document Game Plan
- The Review and Assurance Analysis
- The Signing Process
- The Follow-Up Matrix
In the discovery process, complete the estate planning questionnaire to learn about you, your assets and your family.
Enjoy a relaxing visit to our office to meet our professional staff while enjoying drinks and snacks. Don’t forget to greet our Labradoodle, Teddi Bear!
Connect with one of our caring attorneys to discuss your goals, your worries, your opportunities and your strengths.
Correspond with an attorney to clarify your goals and desires.
Review your draft documents outlined and mailed to you by an attorney.
Contact our office with changes, additions and/or questions you have and meet again with attorney, if necessary, assuring the documents reflect your desires and goals as expressed in The Relationship Conference.
Come in to our office to sign your documents that are intended to implement your desires and goals.
We will send you copies of your documents in a notebook and will also help you with the transfer of assets, if needed or desired.