What are we going to discuss in our estate planning consultation?
How to plan for a possible period of incapacity, your death, and the management and passing of your assets during your lifetime and at your death. We will also discuss advance health care directives, as well as what “probate” is, and whether you want to avoid probate. Our goal is to educate you so that you can make the best decision for you, your family and your unique circumstances.
What should I bring?
Please bring copies of any prior wills, trusts or powers of attorney you signed in the past, as well as the full legal name and contact information for any individuals that may play a role in your estate’s administration.
How long will the consultation last?
A typical consultation lasts approximately an hour.
What will my estate plan cost?
During your consultation, we will determine what documents and planning are necessary to accomplish your objectives. Our planning options can be customized to your specific plan and circumstances. By the end of the initial consultation, you will be provided with a quote for the flat fee cost of your estate plan. For more information regarding pricing, please contact us.
How can I pay?
We accept cash, checks and all major credit cards.
When do I pay?
One-half will be paid at the time you decide to retain the firm, and the remainder will be paid at the time of signing your documents. Payment plans may be available.
After our consultation what are the next steps?
At the end of the consultation, you will be given a fee agreement. If you wish to move forward immediately, you will sign the fee agreement, and pay one-half of the flat fee. However, you are free to take the fee agreement with you and move forward at a later date.
How long until I can sign my documents?
Typically, drafts are prepared and sent for your review within two to three weeks of the initial consultation. Prior to your signing appointment, we will have a follow-up call to discuss any questions or edits to your documents. Based upon questions, edits, etc., a signing occurs approximately two weeks later. We anticipate most estate plans are signed within a month or two.