The Safe Harbor Estate Planning Process

Safe ■ Simple ■ Effective ■ Adaptable

First, we listen.

At Harbor Law Firm, we know the importance of listening and understanding your needs and concerns. Our first step is to send you a questionnaire. Your responses will help us understand your priorities, recognize any special concerns you may have, and determine which services will be most valuable for you. 

Attorney Kevin Monahan will thoroughly review the information you provide before you speak in detail, to ensure that he’s fully prepared to provide the information and guidance you need.

Next, we talk.

The Safe Harbor Estate Planning Process is designed to make estate planning safe, easy and accessible. You’ll never have to visit our office. After Kevin has reviewed your questionnaire, we’ll schedule a phone call or video chat (your choice). In that conversation, we’ll ask follow up questions, answer your questions, listen to your concerns and make recommendations. Then, you’ll choose which services you want. Some of the most common include wills, trusts, healthcare directives, and powers of attorney.

We’ll tell you exactly what to expect.

We’ll tell you exactly how much each service costs in advance, and explain the next steps in detail. We’ll request any documents or information we need, let you know when you can expect draft documents, and work out the best way to exchange documents with you.

Then, we’ll prepare your estate planning documents.

We’ll prepare draft documents based on the information you’ve provided and send them to you for review. If you have any changes or questions, just let us know and we’ll make revisions and send you an updated draft. We’ll wait for your approval before generating the official documents.

Finally, we’ll send you your official documents.

We can send digital files for you to print and sign, or we can mail the documents to you. The rest is up to you. Those documents have no legal effect until they’ve been executed, which simply means signed according to our instructions. Washington state law sets forth very specific requirements for valid execution of some estate planning documents. For instance, you must sign a will in the presence of two witnesses, who will also sign the document. These witnesses must be at least 18, of sound mind, and not beneficiaries under the will.

We’ll tell you exactly what to do. 

Once you’ve properly executed the documents, you’ll send us back a copy. Keep the original in a safe place and make sure a trusted person knows where to find them. 

Then, you enjoy the peace of mind that comes with knowing you and your loved ones are protected.

Ready to get started? Schedule your free consultation right now by calling 888-335-2815 or click on the button at the bottom of this page.

Step-by-Step Guide

Step 1

We have a FREE virtual meeting to discuss your Estate Planning goals.  

Step 2

You complete our Comprehensive Estate Planning Questionnaire.  

Step 3

We discuss your Estate Planning options.  You decide on a plan.

Step 4

We review your  documents together and answer any questions. 

Step 5

You sign the final documents in a virtual document ceremony with witnesses.