Our PROCESS

At Contego, we understand that planning for your future can feel overwhelming.

That’s why we’ve designed a straightforward, six-step process to guide you every step of the way– making it easy for you to design and implement an estate plan that will protect you during your lifetime and achieve the goals you have for your assets upon your death.

1

Design Meeting

We start with a comprehensive design meeting, where we take the time to understand your goals, needs, and unique circumstances. During this meeting, we lay the foundation for your personalized estate plan. After the design meeting, we put your plan on a one or two-page flowchart so you can graphically see and easily understand your plan.

Think of it like going to an architect to have your house plans designed before building your house. We go over the flowchart with you and then we use the flowchart to draft your documents.

2

ENGAGEMENT LETTER

Next, we’ll provide you with an engagement letter that outlines our commitment to you, along with a clear and transparent pricing structure. You’ll always know the cost upfront, so there are no surprises later.

We find that being honest and transparent about the investment to design and implement your plan is the best way to create long-term relationships. We simply treat our clients the way we would want to be treated.

3

CUSTOMIZED PLAN

Using your customized flowchart, we prepare drafts of your estate planning documents. We focus on clarity, explaining everything in simple, easy-to-understand terms so you feel comfortable your plan achieves your goals and objectives.

4

REVIEW SIGNING

Once your plan is ready, we’ll review it together to ensure you understand it and ensure it achieves your objectives. We will once again reference the flowchart as we walk through the documents together.

After you approve the documents, we will ensure all of your documents are properly executed to comply with the law.

5

annual CONSULTATION

Our support doesn’t end after your documents are signed. We offer an annual review consultation to address any additional questions you may have, let you share with us changes that may have occurred in your family or assets, and allow us to share with you any changes that have occurred in the law.

Together we will determine if we need to make any revisions to your documents. There is no charge for the annual review consultation, but if we need to revise your plan, we will discuss the investment to make the revisions and get your approval before beginning the work.

6

ALIGN ASSETS WITH YOUR PLAN

Finally, we help you align your assets with your plan, making sure everything is in place to execute your wishes seamlessly.

What sets Contego apart?

Our process is designed to be efficient and client-focused, typically taking just two weeks to complete. Throughout the process, we stand by your side, simplifying complex estate planning concepts into clear, actionable steps.

At Contego Legal, we believe in transparency and peace of mind — our clients know exactly what they’re paying from the start, with no hourly billing or hidden fees.

This allows you to focus on what really matters: creating a plan that protects you and your family’s future.