Getting Started If You Don't Have an Estate Plan NowGetting Started If You Have An Estate Plan That Needs UpdatingMake an Appointment FAQ'sDownload The Family's Guide to Wills & Estate PlanningI am thrilled to have you as a new client!
I do my best to offer you high-end, personal, estate planning and do my best to make your experience pleasant, convenient, and efficient. Here's how:
Your experience will be pleasant because your wishes will be respected, your concerns will be listened to, I will structure the whole experience so that you can think through the important issues and get well-informed answers to all of your questions, promptly and without making you feel insecure or misinformed, or over-charged.
Your experience will be convenient because I offer Flat Fee pricing, in-house notarization of your documents, and will work with you to review draft documents in person or by Skype, whatever works best for you.
Your experience will be efficient because I provide you with all of the tools you'll need to educate yourself about the estate planning on this website, I provide you with a questionnaire to gather all of the essential information that I'll need during our first meeting (and after), and I have streamlined and organized the drafting, review, and execution stage of the process to make it simple for you. When you are done, you'll leave with a signed original of each document and a thumbdrive with pdf's of all of your executed documents for digital storage.
To get started, click on the Getting Started tab at the top of the page to download an introductory packet and questionnaire, click on the Make an Appointment tab to do just that, and click on the FAQ to learn more about how I will work with you to make estate planning easy.