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.
If you decide to hire our firm, great! We’ll schedule your signing appointment at our office for approximately 4 weeks after you hire us. You’ll receive drafts of your documents to review with any follow-up questions about 10 days before your signing appointment.
You will talk to Tresi or Chris for about an hour to discuss your current family and financial situation, your goals and your questions. Tresi or Chris will design a plan to meet your needs, recommend estate planning options, and quote a flat fee for the services.
You will receive a questionnaire to fill out regarding your estate or special planning needs to help us prepare for your consultation. When the questionnaire is submitted, a member of the team will contact you to schedule a consultation.
Call or email us to request information about our estate and special needs planning service.