Understanding The Process
I offer a free Initial Consultation as a first step to discuss your estate planning objectives in detail and to determine if we are a good fit. Please contact me directly at 310-499-7169 or email me at firstname.lastname@example.org to schedule a consultation.
My process includes at least two in-person meetings from introduction to a completed estate plan. Some of my clients require more time together, while others prefer to streamline the process. I am happy to honor both journeys to develop a complete estate plan that reflects your needs. You will have unlimited access to me via phone and email while we are crafting your estate plan to ensure your full understanding of the finished product.
Understanding the Timeline
I will send you a draft of your estate plan for review within approximately 7 business days of receiving your completed Estate Planning Worksheet. We can have our Signing Meeting shortly thereafter. If you are in a rush to complete your estate plan for reasons such as upcoming travel or a medical procedure, please let me know immediately and I will work within your timeline to meet your needs.
What should YOU do to prepare?
You do not need to do anything to prepare for our first meeting other than filling out the New Client Questionnaire. It is my job to guide you through the process of developing your estate plan. I will help you carefully consider various "what if?" situations and how you would want them handled. If you are eager to start thinking about your estate plan, you can start by brainstorming about the key people in your life whom you would call upon to make complex financial, personal, and healthcare decisions for you.