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 The
first step in the process is to
arrange for a free initial
meeting to discuss your estate
planning needs. The meeting
should last approximately 45
minutes and can be at either my
office or your home. At that
meeting, we will complete an
estate planning questionnaire
which provides information
concerning your family history,
assets, liabilities and other
information to help determine
what you need .
At the end of that meeting,
based on this information, I
will give you my recommendation
as to what is needed and an
estimated cost for my services. You
will then decide whether you
wish to retain me. If we decide
to go forward, I generally put
together a draft of the
documents within 10 days, send
drafts to you for your review
and, upon your approval you come
in and execute the documents
under my supervision. In
emergency circumstances, I have
executed such plans in as little
as 24 hours. |
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