My Process

I offer a complimentary estate planning consultation, which normally lasts between one to two hours. This provides an opportunity to discuss your current situation and your estate planning goals. One of the principal objectives of the initial conference is to provide relevant estate planning information to you to enable you to make informed decisions regarding your estate planning. I will suggest the means to best achieve your goals, based on the information that you have provided, but the final decision is yours. It is my hope, however, that it is an informed decision.

At the completion of the initial conference I quote a flat fee for estate planning services. If you wish to proceed at that time, I request a 50% deposit.

The information that you have provided to me at the initial conference will be used to prepare a draft set of estate planning documents. After you have received the draft documents and reviewed them, we can discuss your questions, concerns and any revisions by phone and email. When you are satisfied that the documents will carry out your intended estate plan, we meet for a second conference to sign the documents in my office.

Helpful Documents

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