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The Estate Planning Process
What to Expect from Weeks Law Firm
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Schedule Appointment
Call or email us to schedule an appointment. Sherrie or Cathy will take down your information and setup an appointment, typically within 3-4 weeks.
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Questionnaire
You will receive a basic questionnaire to fill out and return regarding your estate planning needs to help us prepare for your consultation.
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Consultation
You will talk to Tresi for 1.5 hours to discuss your current family and financial situation, your goals and your questions. Tresi will design a plan to meet your needs and recommend estate planning options. She will quote you a flat fee for the services.
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Hire Weeks Law Firm
If you decide to hire our firm, great! We'll schedule your signing appointment at our office in 2-3 weeks. You'll receive drafts of your documents to review with any follow-up questions in 1-2 weeks.
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Review & Sign Documents
Before you formally sign your documents, we will go over everything with you and answer any questions. You'll leave our office with the originals and a flash drive with PDF copies of your documents.
