Process
A brief walkthrough of how the process works
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The next step is to schedule a free 30 minute initial consultation. I will meet with you to go through your personal circumstances, answer questions, and recommend a plan to move forward with preparing your legal documents. Only after you sign a fee agreement will an attorney-client relationship be established.
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After documents have been drafted and reviewed, a virtual video call or in-person meeting at your home will be conducted for you to execute the estate plan. Video conferences give clients greater flexibility because there is no commute time to a law office and allows for less time being taken off work to review and complete documents.
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