How it Works
We make it easy and affordable to obtain professional legal advice by offering inexpensive INITIAL CONSULTATIONS. We maximize our time by collecting pertinent information from you ahead of time so we can spend our time together on the IMPORTANT decisions!
STEP 1: SCHEDULE YOUR INITIAL CONSULTATION
Here are Three Options
Call our office at 877.748.7437 X102
STEP 2: FILL OUT THE CONFIDENTIAL PERSONAL INFORMATION FORM
Fill out our Confidential Personal Information Form and send it to us at least 5 business days before your initial consultation. All information listed on your estate planning worksheet is completely confidential and bound by the attorney-client privilege.
Do not be intimidated by the form! All options may not apply to you. Simply complete the portions that do. The form is designed to help us prepare to make recommendations and ask the right questions at the consultation AND to help you start thinking about important decisions.
STEP 3: ATTEND INITIAL CONSULTATION
At the Initial Consultation, we will review your assets with you and learn about you and your loved ones. We do a lot of listening at this meeting, and ask some questions. After you have taught us about you and your family, we will then explain some of the most important aspects of estate planning and the law. We will review your current situation and advise you on how to implement a better plan.
STEP 4: DESIGN
Next, we will concentrate on creating an estate plan custom-designed to meet your specific needs and goals. We will decide together all of the specifics for your plan. We will agree on a fair, fixed fee for the work we do. You will know exactly what you will receive and for what price. Once these are decided and documented, we will begin drafting your plan.
STEP 5: SIGNING CEREMONY
Once your documents are ready, arrangements will be made to have your documents notarized. We will review pertinent parts of your Estate plan with you, carefully explaining each document and pointing out what the documents do for you and how they interact with each other.
STEP 6: DELIVERY
About one week after the signing ceremony we will deliver your Plan. We will need to keep your signed documents until this time in order to scan them into our computer system.
STEP 7: FUNDING
Following the signing of your documents, the most IMPORTANT part is funding your Trust! This simply means attaching your assets to your Trust. Our Funding Coordinator will make sure you understand the options for each type of asset you have and provide direction on what you need to do to make your Estate Plan EFFECTIVE.
It is always our goal to work closely with you to provide you with the information you need to make good choices for yourself and your loved ones. If ever we can answer any questions or concerns, please do not hesitate to contact our office; we welcome your calls..