complete questionnaire HERE prior to the date of your initial meeting.
schedule 60 minute initial consultation* HERE; questionnaire must be completed prior to meeting.
during the drafting period, the information you have provided will be incorporated into your documents, also missing or incomplete information will be finalized through email and/or conference calls as necessary. drafting of documents and compiling your estate plan portfolio takes approximately 2-3 weeks.
review, sign, witness, and notarize final documents, during your signing meeting, which is approximately 1 - 1.5 hours. You will leave this meeting with your final Estate Plan.
* Please note: In an effort to keep everyone safe, all meet & greet and initial consultation meetings will be held virtually via Zoom or by conference call (unless other arrangements have been made). Signing meetings may or may not be allowable virtually. The location for these meetings with be discussed with each client.
You can expect the full estate planning process, from start to finish to take approximately 3-5 weeks. However, exceptions may be possible when necessary.
