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Our Process

We believe in an educational and counseling-oriented process to help clients and their families achieve peace of mind and reach their estate planning goals. Estate planning is far more than death planning or “bracing for the inevitable.” It is a dignified, highly rewarding process that provides dignity and peace of mind.

The first steps toward achieving peace of mind is to:

Call for an initial free consultation with attorney John Sadler
Attend one of our free educational workshops. Register for a free workshop.
Taking either route, you will be provided with a free hour of consultation during which we will discuss your planning goals and concerns in a private setting, and educate you on options to consider.
Following your no-obligation meeting, you will receive a detailed summary letter from which Mr. Sadler summarizes your planning goals discussed at the meeting, any outstanding issues to consider further, recommendations on how to achieve your goals, and the exact fees relating to the proposed plan.

The purpose of the letter is to provide you with a detailed road map on how to move forward. Once the letter is reviewed and you have selected the appropriate planning vehicle, you will have entered the homestretch to achieving peace of mind.

It is a small step to pick up the phone and either make a reservation at a workshop or schedule a free initial consultation. We are confident you will find this simple step to be extremely rewarding and educational. It will also represent a giant stride towards achieving peace of mind.

Today is a new day. Please call to begin your journey towards achieving peace of mind and the gratification that comes from planning your affairs properly in a relaxed, educational and easy-to-follow process.