Free Consultation
As we mentioned above, we offer a free initial consultation to examine your personal circumstances and assess your estate planning needs. This is a chance for you to express your needs and concerns and will allow us to develop a plan to meet those needs and also to educate you on the process and benefits of effectively planning the passing of your estate and legacy to your heirs. You will have the opportunity to retain our services at the end of the initial consultation on a flat fee basis, but there is no obligation to do so.
Guided Discussion
If we are retained, we will guide you through a discussion designed to help you identify how and by whom your estate should be managed and distributed during your incapacity and following your death. Additional planning sessions will be scheduled as necessary to ensure that you are comfortable in your decisions.
Document Signing
You will then be scheduled for an appointment to sign your documents. In the interim, your documents will be expertly and attentively prepared to suit your needs.
At the signing appointment, we will review the documents with you in detail. We will make any necessary last minute changes at that time. The documents will be signed in the manner prescribed by law, after which they will be securely bound for safekeeping.