What To Expect

Our Three Oaks Law Commitment

We are committed to providing you with the highest level of service and a plan crafted to meet your family dynamics, needs, and goals.

  • You can expect to sign your documents in a timely manner.
  • We have designed a simple process to get your documents done efficiently and correctly the first time. We will meet to design your legacy and go through your pre-drafted documents based on your tailored wishes and desired goals. We will answer any questions you may have even long after we have completed your estate plan.
  • During our final meeting we will sign and execute your documents and you will leave our office with a binder that will keep all your documents in order.
  • Throughout the process you will receive a series of “What’s next” emails or letters if you prefer. This correspondence will help you to better understand the process and provide you with answers to some questions you may have along the way.
  • We respond to all phone calls and emails in a timely manner.
  • Estate planning is a process, not an event. We are committed to helping you safeguard your family and your future. You will receive a complimentary annual review of your estate plan.
  • We love to keep in touch with our clients. We schedule several signature events for our clients throughout the year.
  • There is nothing more important than having empathy or compassion during this process, with Three Oaks you aren't just a client, you become part of our family.
  • When you become a part of the Three Oaks Law family, you will meet everyone in our office. Our entire team helps to build your tailored estate plan.

What is the Three Oaks Law Estate Planning Process?

Initial Consultation

We schedule your complimentary initial consultation through our client experience coordinator. We can conduct virtual consultations, phone conferences, or in-person meetings for your convenience. We truly tailor to your needs by having the ability to do a facetime or zoom call or be as personal as a home visit.


Three Oaks Law then sends you a consultation confirmation that contains a confidential questionnaire that gathers your information and prepares you for your meeting with our Client Services Coordinator or Attorney. This questionnaire is designed to help you begin thinking about some of the decisions that are necessary for a complete estate plan. We want to get to know you – your family dynamics, lifestyle, goals, and wishes. Then, we craft your estate plan to achieve peace of mind, security, and a smooth transition. 

Fee Agreement

After our appointment, for our virtual and phone consultations, we have a secure online portal that allows you to electronically sign our fee agreement as well as a secure link for payment processing.  For our in-person consultations, our dedicated and knowledgeable staff is there for all of your questions and needs when signing our fee agreement and what your next steps will be.

Draft Documents

Once our fee agreement has been completed, we begin to draft your documents with all the information provided during our conference.  We then schedule a meeting to design and review your documents.  For your convenience, we can do a virtual Zoom to review and design your documents or an in-person meeting.

Final Documents

As soon as we have finalized all the draft documents tailored to your wishes, we will schedule you to come in to sign and execute your final estate planning documents. During our final meeting, you will meet with our notary and two witnesses to execute your documents. 

Once we have completed your estate plan, we are committed to serving your estate planning needs long after. We want to ensure that if life has changed that your estate plan reflects those life changes.