What working with me looks like
No surprises, no runaround. Here's exactly what happens from the moment you reach out.
The process, step by step
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Book your appointment
Book your appointment with an experienced attorney.
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Complete your intake form
Receive an intake form in advance, which takes about 30 minutes to complete.
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Meet to discuss your documents
Meet in person (90 minutes) or over Zoom (60 minutes) to discuss and finalize your documents.
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Sign your documents
Sign your documents in the presence of witnesses and have us notarize them.
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Store your documents safely
Store your completed documents in a safe place and tell your executor where they are.
A note about pricing
I don't believe in surprise bills. We'll discuss scope and pricing during your discovery call so you know what to expect before you commit to anything. Every family's situation is different, and I want you to feel confident about both the plan and the cost before we start.