What working with me looks like
No surprises, no runaround. Here's exactly what happens from the moment you reach out.
The process, step by step
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Reach out
Call, email, or fill out the contact form — whatever feels easiest. I review every message personally. No bots, no junior staff, no phone trees. You'll hear back from me within one business day.
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Free discovery call
This is a short phone call — usually about 15 minutes — where I listen to what's going on and you ask any questions you have. It's not a legal consultation; I'm not giving advice yet. It's just a conversation so we can both figure out if working together makes sense.
What to expect: No pressure, no obligation. If I'm not the right fit, I'll tell you honestly and point you in the right direction.
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Consultation
This is where we dig in. We'll meet — in person at my office or virtually, whichever works for you — and go through your situation in detail. I'll explain your options in plain English, answer your questions, and start mapping out a plan that fits your family.
What to bring: Any existing legal documents (wills, trusts, powers of attorney), a list of your assets and accounts if relevant, and any questions you've been thinking about. Don't worry about having everything perfect — we'll sort through it together.
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Drafting and review
After our consultation, I draft your documents. You'll receive them to review — take your time, read everything, and send me your questions. We go back and forth until you're comfortable with every word. For most families, this takes a couple of weeks, but I'll give you a more specific timeline during our meeting.
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Signing and execution
We'll schedule a signing appointment where you execute your documents with the proper witnesses and notarization that Iowa law requires. I'll explain what's happening at each step, and I'll make sure your signed documents are securely stored and your family knows where to find them.
What to expect: Depending on the documents, you may need witnesses present. I'll let you know exactly what's needed ahead of time.
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Ongoing relationship
Your plan isn't a one-and-done. Life changes — marriages, births, moves, losses — and your documents should keep up. I recommend reviewing your plan every three to five years, or sooner if something significant happens. When that time comes, you already have someone who knows your family and your story.
How to reach me: Call, email, or use the contact form. I'm here when you need me.
A note about pricing
I don't believe in surprise bills. We'll discuss scope and pricing during your discovery call so you know what to expect before you commit to anything. Every family's situation is different, and I want you to feel confident about both the plan and the cost before we start.