Here is a basic outline of our estate planning process:
- The client meets with the attorney for a free consultation for about 45-60 minutes to discuss the client’s desires, discuss planning strategies, gather demographic information, and agree on the services that will meet the client’s needs and desires.
- The client then receives document drafts electronically through a secure connection once available. The client approves the accuracy of the documents and then schedules a meeting to sign them with the attorney.
- The client meets with the attorney to sign and notarize the documents, at which point the attorney provides further advice regarding what to do with each final document.
Click here to download a PDF version of the Estate Planning Questionnaire.
Please feel free to give us a call at 916-894-8632 or contact us here.