OUR PROCESS Simple. Transparent. Personalized. 01 Consultation We begin with a focused conversation about your goals, concerns, and priorities. 02 Design & Draft Your custom plan is created and reviewed together in plain English. 03 Sign & Secure Finalize your documents with confidence and guidance. 04 Ongoing Support As your life evolves, we’re here to ensure your plan grows with you. Testimonials Effortless “Summit Law Advisors made the entire process effortless. I feel completely at peace knowing my family is protected.” David O. Your Family. Your Future. Protected.