Please feel free to reach out to us at any time! Even if you are not ready to create an estate plan, we are happy to answer any general questions you may have.

You are welcome to reach out to us by phone or email. During the initial contact, we can discuss scheduling your first complimentary meeting, either in-person or by phone. Many clients are unsure of what information they need to have ready so we can send you a Questionnaire form (these are also available under the “Questionnaires” tab). These questionnaires address many of questions involved in the estate planning process. This also gives you a chance to start thinking about some of the important decisions you’ll need to make and write down any important issues you want to discuss at your meeting.

During our first meeting, we will discuss your particular wishes and needs. We can review the different estate planning documents available that will accomplish your goals and how each of them function. Once we have a better idea of your needs, we will quote you a fixed price for all work. You will never be charged for phone calls or emails to ask questions along the way.

When you are ready to proceed after your first meeting, we will prepare your customized documents for your review. We pride ourselves in being able to explain complex legal terms in a simple and easy to understand way.

Once your documents have been finalized and approved by you, we will meet with you in our office to do a final review and sign the documents. We will provide you with original copies and also digital copies of all documents so you will always have access to the documents when you need them.