Estate Planning Process

The estate planning process will generally consist of two meetings and will be completed in full within a few weeks (or sooner) after the initial in-person consultation.  Estate planning at my office is always billed as a flat fee.  Call today for your free initial consultation.

Telephone Consultation

I will get a general sense of your situation and determine if I believe I can help you achieve your estate planning goals.  We will then schedule an initial in-person consultation.

Initial In-Person Consultation

The initial consultation will be approximately 1 to 2 hours in length.  There is no charge for this consultation.  At the initial consultation, we discuss your situation and goals in more detail.  We then determine the most appropriate and efficient methods of achieving those goals.  If you decide to move forward with representation and have me complete your estate plan, you will sign a representation agreement.  One half (1/2) of the arranged flat-fee for the work is due prior to commencing representation.

Interim

After the initial meeting, you provide any additional information required and I draft your documents based on our discussion during the initial consultation.  I then send you drafts of the documents.  You look over the documents and respond with any changes or concerns.  You should provide me with any updated or newly discovered information during this time period, as it may affect the plan.

Final Meeting

At the final meeting, we go over your documents together and make any necessary final corrections.  You then sign the documents with witnesses and the documents are notarized.  You receive your final estate planning package and instructions for any additional steps that need to be taken.  The remaining one-half (1/2) of the flat-fee arrangement is due at the meeting.