Process

A brief walkthrough of how the process works

Complete an intake form

Creating your estate plan starts with completing an online intake form. The purpose of the intake is for me to gather information regarding your circumstances, determine the recommended legal documents, and better answer your questions at the free 30 minute initial consultation.

Schedule an initial consultation

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. 

Schedule a meeting

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.