Sign into a private client portal, which will be set up for you. You will complete and send back the New Client Questionnaire. This can all be done on the client portal, or printed and mailed back to me. This will provide me with certain key facts needed to analyze what type of estate plan you may need.

You schedule an initial consultation: we can meet in person or schedule a skype or telephone call to discuss your goals and needs. If we are a good match, we engage in an attorney-client relationship.

* If you choose to have a consultation before you complete the questionnaire, I am happy to accommodate. In my professional experience, I have found that it is a much better use of your valuable time to have your consultation after I have had the chance to review the New Client Questionnaire.

You complete your Estate Planning Worksheet. This is a more detailed questionnaire to make sure all assets are taken into consideration. This worksheet can be done through your client portal, or printed and mailed back to me. If you have a financial advisor, it is a good place to start. Often, the advisor will send me a spread sheet of your assets.

We schedule a phone call or skype call to review and clarify points. I will also answer any additional questions you may have.

We send you a draft for your review.

We review your customized estate plan together. If changes are needed, I will revise your estate plan for a second review.

Signing meeting. We meet again, and you sign your documents. If we meet at my office, I will have a notary and witnesses present. If we meet at your office, I will ask for you to provide two witnesses.

You fund your trust by transferring your assets into your trust. I provide guidance.

You can relax! You took a critical step in protecting your assets, family, and legacy.