A Step-by-Step Guide to Working with Attorney Sheila D. Brown

🔵 Step 1: Complimentary Consultation (15 Minutes) 

✔ Discuss your estate planning goals

✔ Answer your initial questions

✔ Determine if our services fit your needs

🟠 Step 2: Client Intake & Secure Portal Access (Up to 2 Weeks)

✔ Fill out intake forms in a secure client portal

✔ Organize financial and asset details

✔ Submission required one week before planning meeting

🟡 Step 3: Planning & Design Meeting (1–2 Hours)

✔ Review family & financial situation

✔ Discuss probate, trusts, & asset protection strategies

✔ Start designing your personalized estate plan

🟢 Step 4: Plan Preparation (3–4 Weeks)

✔ Custom drafting of wills, trusts, & directives

✔ Attorney available for questions during this process

✔ Ensure all legal documents align with your goals

🔵 Step 5: Plan Review Meeting   (1 Hour)

✔ Go over trust, will, & financial directives

✔ Explain how each document works

✔ Revise documents if necessary before finalizing

🟠 Step 6: Signing & Execution Ceremony (1 Hour)

✔ Sign estate planning documents in front of a notary

✔ Ensure everything is legally binding

✔ Copies scanned & secured for legal protection

🟡 Step 7: Trust Funding (Within 1-2 Weeks)

✔ Transfer assets into your trust

✔ Update beneficiary designations

✔ Ensure all assets are properly titled

🟢 Step 8: Estate Plan Binder Delivery

✔ Receive your fully organized estate plan

✔ All documents tabbed & labeled for easy reference

✔ Sent securely via FedEx Or Mail Courier

🔵 Step 9: Ongoing Maintenance & Annual Check-Ins*

✔ Annual estate plan reviews

✔ Free asset review consultations

✔ Discounted updates for future changes 

*Learn more on the "Ongoing Wealth Protection Plans" page Under "Our Plans."