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.
Complete your Estate Planning Worksheet,
We schedule a phone call or skype call to review and clarify points. I will also answer any additional questions you may have.
I 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.