Planning for incapacity, disability, and end of life is not a popular topic. However, having your estate in order before something terrible occurs is vital to easing your stress and minimizing other issues in the future.

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From the first communication through the execution of the documents, our clients have direct contact with our estate planning attorneys. 

Once the client contacts the firm, a meeting will be scheduled at the client’s convenience. The purpose of this meeting is to gather the facts necessary to draft documents that are specific to the client’s situation.  

Once the engagement letter is signed and the first half of the fee is paid, the attorney will begin drafting the documents. Depending on the complexity of the issue, this can take anywhere from 2-4 weeks. Once the documents are drafted, they are sent to the client for review.

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At this meeting, an estate planning attorney will guide the clients through the different estate planning tools, and use the facts gathered to determine the best strategy for the client. The clients will then sign an engagement letter, which sets out the terms of the agreement with the firm as well as the fee structure.

A follow up meeting or phone call will be set to discuss any questions regarding the documents, and a meeting will be scheduled to execute the documents. Execution of the documents will occur in front of a Notary Public and two disinterested witnesses. After execution of the documents, we will provide copies of the originals as well as the bound original.

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* Estate planning matters are charged as a flat fee, with half of the fee due up front, and the remaining half due upon execution of the documents.

We have built a reputation on quality.

No Trust is Alike.

We have worked on numerous trusts with various complexity. When you speak with us, you will know that you are in good hands.

We Treat Each Client With Professionalism.

Each and every client is special to us, and we make sure to go the extra mile to create a long lasting relationship with you.

We Provide the Complete Package.

All of our documents include a Durable Power of Attorney for Health Care; Durable Power of Attorney for Business and Finances; and an Advanced Health Care Directive. 

Our Work is What Sets us Apart.

We differentiate ourselves by taking pride in our work, and providing exceptional service. We never cut corners and always strive for client satisfaction.

Collaboration is Key.

We encourage communication and collaboration with other fiduciaries such as Financial Advisors and CPAs in order to efficiently handle the client’s matters.

900 S Gay Street, Suite 2102, Knoxville, TN 37902