What to Expect

📆 Book a Consultation

Select a time that is convenient for you.

📋 Complete this short form

Fill out this form before your scheduled consultation. This will provide me with basic information about you and your family.

🤝 Meet with me

During your scheduled consultation, we’ll discuss your estate planning goals. This meeting can be virtual or you can come to my home office. After we’ve met and you decide to retain me as your attorney, I’ll send you a client letter to sign. You will also fill out a questionnaire about your estate planning preferences, if applicable. I will provide an invoice for my services.

📄 Review your documents

Once I have received your signed client letter, your estate planning preferences, and your payment, I will prepare your estate planning documents. I will provide them to you for your review. I will make any necessary changes.

✍️ Sign your estate plan

Once you are satisfied with your documents, we will meet in person for you to sign your documents. You can come to my home office or for an additional fee I can bring a notary and the requisite witnesses to your preferred location.

✔️ Enjoy peace of mind

I am here to help if you need to make changes to your estate plan in the future.