Phone: 602-996-4076   Email: sue@susansandys.com

Appointment Process

How do you go about getting started?

1  Set up an appointment.  We will meet for about an hour.  We will discuss everything you ever wanted to know about estate planning, guardianship and/or probate and more!

2  Get a summary of our discussion the day after your appointment.

3  Once I have all of the information I need, you will get drafts of the documents. It usually takes about 5 business days.

4  Set up an appointment to sign the documents, which will take around 40 minutes.

What should you bring with you to the first appointment?

1  Yourself and any estate planning documents you have already done, if any.

2  If it’s an early morning appointment, your own coffee, unless you love instant decaf!

3  You DO NOT need to bring a list of your assets or accounts.

Susan Sandys shaking a clients hand
AVVO Accredited Estate Planning Lawyer
Better Business Bureau Accredited Estate Planning Lawyer

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