Our Process
Three meetings. One flat fee of $3,333 — paid in three installments of $1,111. No surprise bills, no hourly charges.
Discovery
$1,111We start by getting to know you — not just your assets, but your values, your relationships, and what matters most. We use your astrological chart as a conversation tool to draw out the questions that traditional estate planning questionnaires miss.
What happens in Meeting One:
- •Astrological chart review and reflection exercise
- •Client questionnaire covering family, assets, and intentions
- •Discussion of beneficiaries and distribution preferences
- •Overview of what documents your situation requires
- •Payment of first installment ($1,111)
Vision Building
$1,111Between Meeting One and Meeting Two, we review your questionnaire and begin shaping your documents. Meeting Two is where we align on the specifics: who gets what, who makes decisions for you, and how your plan should work in practice.
What happens in Meeting Two:
- •Review of your questionnaire responses
- •Draft document direction — trustees, agents, beneficiaries
- •Discussion of any edge cases or special circumstances
- •Confirmation of your healthcare and financial decision-makers
- •Payment of second installment ($1,111)
Finalization
$1,111Your documents are complete and ready to sign. We walk through every page together so you understand exactly what you've created and why. You leave with a signed, notarized estate plan.
What happens in Meeting Three:
- •Full review of all completed documents
- •Document signing and notarization
- •Explanation of how to fund your trust
- •Guidance on next steps and document storage
- •Payment of third and final installment ($1,111)