1. Initial Consultation. This is a meeting - usually face-to-face - where we get to know each other and discuss your family and goals. The initial consultation is always free of charge and obligation.
2. Retainer Agreement. If you decide that you would like to go ahead with our office, we will agree on the type of plan and cost. The retainer spells this out. The vast majority of our estate plans are done on a flat fee basis - half due when we start.
3. Initial Questionnaires. We will provide you with a few initial questionnaires that will guide you though the decisions you will need to make. We will provide you with these questionnaires at our initial meeting, or you can download them using the links on the right.
4. Drafts. After you complete and return the initial questionnaires, we will work to prepare drafts of your estate planning documents, then will provide them to you with a letter that will guide you as you review. You can ask questions and request changes as you review. Then we will prepare revised drafts. This process will continue until you are comfortable with your plan.
5. Signing. Once we have agreed on final versions of each document, you will schedule an appointment to come in and sign your final documents. The signing appointment typically takes an hour or less, and you walk out with your completed plan in hand! The second half of the flat fee is due at this time.
How long will this take? From initial contact to final signing will depend on how quickly you complete paperwork and document reviews. The process takes most folks a month or two to complete, but if you are motivated, it can be done in a week.
What will we discuss? Estate Planning Primer
Client Information Worksheet. Individual | Couple
Healthcare Directive Worksheet. His | Hers
Schedule of Assets. Individual | Couple
Probate, estate, and trust administration matters are largely unrelated to estate planning services, and the process and timing will vary widely, depending on each individual circumstance. Probate matters do typically begin with a with a free, no obligation, initial consultation. Please contact our office for more information about estate administration matters.