Our services
OUR ESTATE PLANNING PROCESS
New Client
Questionnaire
Prior to your complimentary consultation, we also send you a Client Information Form to complete.
This allows us to better assess your specific needs during the initial meeting, so that we can develop a customized estate plan for you.
Complimentary Consultation
During the initial consultation, we spend our time getting to know your interests, priorities and goals.
You will meet with our attorney and review your objectives, and he will guide you through our estate planning process.
We also discuss the range of fees on our trust packages.
Follow Up
Meeting
At the second meeting, we will review your estate plan with you to ensure that you leave the meeting with a thorough understanding of your plan.
Your estate plan will be signed and notarized, and we will provide you with your estate planning documents.
Finally, we will guide you through the important process of funding your trust. Please be prepared to allot 1-2 hours for this meeting.
Ongoing Support & Assistance
We are always available to answer any questions you may have about your estate plan, free of charge.
We also send periodic check-ups through our firm’s newsletter to keep you informed of circumstances that may require changes to your trust, recent developments in the law, and important issues affecting your family and your finances.
Business Hours
Mon – Fri: 9:00 AM – 5:00 PM
Sat & Sun: Closed
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