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The Estate Planning Process
What to Expect from Weeks Law Firm
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.
You will receive a basic questionnaire to fill out and return regarding your estate planning needs to help us prepare for your 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.
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.
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.