Our Estate Planning Process
A structured process designed to move from the first appointment through plan design, document preparation, funding guidance, signing, and delivery — typically within two weeks.
GETTING STARTED
Appointment Booked
Day 0
We’ll help you prepare so your consultation is focused and productive. You’ll know what to expect, what information is helpful, and what happens next.
PLAN DIRECTION
Initial Consultation
Day 1
We’ll help you identify what matters most, understand the planning opportunities in front of you, and establish a clear direction for your plan.
PLAN DESIGN
Design Meeting
Within the First Week
We’ll guide you through the important decisions about your family, assets, decision-makers, and legacy so the plan reflects what you actually want to accomplish.
PUTTING THE PLAN TO WORK
Funding & Implementation
Before Delivery
We’ll show you how your assets should work with your plan, help with the pieces we can handle, and give you a clear path for anything that remains.
PLAN COMPLETION
Signing & Delivery
Within Two Weeks
We’ll guide you through signing, organize the final plan, and make sure you understand how the pieces work together. You leave with a completed plan and clarity about what has been accomplished.
ONGOING GUIDANCE
Ongoing Support
After Delivery
You are not expected to navigate future changes alone. As questions arise or life changes, Cardon Law remains available to help you understand how those changes may affect your plan and what, if anything, should happen next.