The estate planning process usually goes like this in our office:

  • We meet with you to discuss your estate planning goals and needs, and we design a plan tailored to meet them. After your meeting, we provide a flat fee quote for our services and give you a retainer agreement.
  • After you sign your retainer agreement, we draft your estate planning documents and send you drafts of the plan for your review.
  • After you review your drafts, we answer your questions and amend the drafts as needed. After we have made any necessary changes, we set a time for you to sign your final documents.
  • Once you sign your documents, we return the original documents to you and we retain a scanned copy in our records. We agree how to keep your plan current going forward.