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, 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.