A clear, caring process to help you
protect your people and your assets—
without the overwhelm.

At Virginia Fuentes Law, APC, we take a thoughtful, streamlined approach to estate planning. We focus on clarity, education, and long-term support—so you walk away with more than just documents. You gain peace of mind.

Here’s how we guide you from start to finish:

1. Peace of Mind Planning Session (After Intro Call + Online Questionnaire Completion with Secured Document Sharing)

We begin with a comprehensive consultation tailored to your goals. In this session, we:

• Get to know you and your family structure

• Review where things currently stand

• Identify concerns, risks, and planning priorities

• Share clear, actionable recommendations

Most clients are able to finalize decisions during this session. If you’re ready, we’ll schedule your signing date. If more time is needed, we may schedule a brief Design Meeting before moving forward.

Once you're ready, we confirm your signing date and give you access to our secure portal.

Client Homework

We draft a Summary of Decisions and Family Asset Inventory to confirm your wishes and verify how your assets are titled. You’ll have time to review these in your online questionnaire. Once approved, we begin drafting.

1a. Design Meeting (if needed, 1–2 weeks after consultation)

If you need more time to make your final decisions, we’ll schedule a follow-up Design Meeting to review and finalize your Summary of Decisions.

2. Document Drafting (Typically 1–2 weeks after summary approval)

We prepare all necessary documents based on your approved decisions. You’ll be notified when your plan is ready for final signature.

3. Signing Ceremony

We meet to review and sign your estate plan.

At the Signing Ceremony, we will:

• Answer any remaining questions

• Review and sign your plan documents

• Review your Funding Toolkit (with next steps to align your assets)

• Finalize your Family Protection Plan for your children or loved ones, if applicable

• Assign simple homework (we promise—nothing too hard!)

4. Binder Delivery & Final Review (About 4 weeks later)

After your documents are scanned and archived, we meet again to:

• Deliver your custom binder with originals and a digital copy

• Ensure your funding homework is on track

• Confirm your plan is properly set up and ready when needed

5. Long-Term Support

We don’t disappear after your binder is delivered. We stay connected through:

• Optional 3-year check-ins to review your plan

• Ongoing support whenever life or the law changes

• Open-door communication for questions and updates

Your plan should grow with your life—and we’re here to make sure it does.