Click here to contact us. Below, you’ll be able to schedule a time and place for your Strategy Session. We can conduct the Strategy Session over the phone, over Zoom, or in person at a location of your choosing.

After scheduling your Strategy Session, you will be sent an online Estate Planning Questionnaire. We ask that you try to complete as much of this form beforehand as possible. Please be aware that any information you insert into the form will automatically save, even if you don’t submit the form, so you can always come back to finish later!

The form asks for a variety of financial and personal information that we will need to develop a plan that meets your needs. The form will also give you the chance to designate individuals to serve as your agents under financial and medical powers of attorney or as guardians for your minor children should you pass away. However, you don’t need to identify these people right away if you don’t want to, as we will discuss this during your Strategy Session.

At the Strategy Session, we will review your Estate Planning Questionnaire with you, complete any missing pieces, and develop a plan that will best meet your goals. This meeting typically lasts between 1 and 2 hours. This meeting is all about your:

• Family
• Hopes
• Intentions
• Fears
• Finances
• Needs
• Quirks 

With that information, we will work to develop a plan for the care of your spouse if you pass away, if you have a spouse, and then develop a plan for any descendants or other beneficiaries. This will include a comprehensive analysis of any succession, continuing care, tax planning, and asset protection considerations.

At the end of this meeting, you will have a plan for your estate and your legacy. All we need to do then is put it together! If at all possible, we will also try to schedule your signing ceremony at this time so that we all have a deadline to work toward to keep things on track.

Either during or after the Strategy Session is completed, we will send you our attorney-client engagement agreement that can be electronically signed with a few clicks or taps. Once we have your signature, we can begin drafting your documents!

It is also at this time that we will ask for payment up front. We typically require at least 50% up front before we begin work.

After the Strategy Session is completed, within seven to ten business days, your attorney will have your estate planning documents drafted, and you will receive a summary statement explaining the terms of your estate plan.

It is very important that you review your estate planning documents carefully to make sure your wishes are accurately reflected. We ask that you have any proposed edits or other changes sent to us at least one week prior to your scheduled signing ceremony.

Once your documents are completed and reviewed, you will have the option to attend your scheduled signing ceremony or to have your documents mailed to you with detailed signing instructions so that you can execute them on your own. This is up to your preference.

If your estate plan employs a trust, you will be provided with a detailed memo on how to properly fund your trust. Don’t worry: we will follow up with you periodically to check on the status of your trust funding so that nothing gets forgotten. We also offer full trust funding services if you would prefer; don’t forget to ask your attorney about this!

AFTER SIGNING

Also, if you find that you have any additional questions, such as the funding of your estate plan, you will be able to schedule a final conference call with your attorney at your leisure.

Finally, you will have 90 days from the date you sign your documents to finalize any review of the documents and seek modifications. Unfortunately, any changes will mean you may need to re-execute the documents, but we want our clients to feel comfortable to sign their estate planning documents even if they are unable or uninterested in reviewing them in full (our estate planning documents are often quite lengthy). The 90-day window gives you time to fully digest everything in your plan and seek changes free of charge if you so desire.