Getting Started

Here are the initial steps involved in working with us to complete your custom estate plan: 

STEP 1. 
Call us to make an appointment for your initial “no risk” consultation. 

STEP 2. 
Your consultation will likely be more effective if you bring a completed Estate Planning Worksheet.  Complete the worksheet which you can print by clicking on the link at the bottom of this page. 

STEP 3. 
Attend the initial “no risk” consultation.  This meeting is an opportunity for you to learn about us and for us to learn about your situation.  We will inform you of your estate planning options and the related legal fees which may be fixed fees, hourly fees, or a combination of both (depending upon the nature of the legal services requested).  The initial consultation is free if you do not hire us.  The cost of the initial conference will be included in the proposed engagement agreement (see STEP 4). 

STEP 4. 
Leave the consultation and consider what was said during our meeting.  If you decide that you would like us to handle your estate planning, call us and we will prepare an engagement agreement that specifies the services that we will provide and the applicable fee. 

STEP 5. 
Sign the engagement agreement and return it to us. 

  Download Your Estate Planning Worksheet 

We very much appreciate the opportunity to work with you.

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