Estate Planning FAQs

Estate plans are currently taking about 8 weeks to complete, from consultation to final signing, depending on your schedule. We work within your timeline while ensuring the quality and accuracy of your plan. Once we receive your intake form, we'll schedule the draft review and signing, providing clear dates for everyone to work toward.

You’ll meet with a licensed attorney at least three times: for the consultation, the draft review, and the signing. Your attorney will also be available to answer any questions in between meetings.

Yes! This is a key advantage of working with our firm. A licensed attorney will guide you through your signing, address any legal questions, and make any necessary updates right then and there. With an attorney by your side, we ensure your documents are accurate and complete, so you can take home a full, finalized set of documents.

Yes, absolutely! This is one of the major differentiators of working with our firm. Not only will a licensed attorney be in the room to guide you through your signing, but they'll also be available to answer any legal questions you may have and make any necessary adjustments on-the-spot.

Yes, with your permission. We believe in collaboration, and with your go-ahead, we’ll connect directly with your financial advisor to discuss funding your trust. This ensures your team of experts is on the same page, helping to ensure everything is done correctly. It’s a great way to streamline the process and avoid unnecessary delays or confusion.

Yes, and we will also record the deed—this is all included in the flat fee.

Yes, we’ll scan all of your documents and provide you with a digital copy.

Yes, we provide estate administration services to assist families after the death of a loved one. During this time, your family can contact our team directly, and we will guide them through the necessary steps, offering support and answering any questions they may have. Our goal is to make the process as smooth as possible during a difficult time, ensuring everything is handled with care and attention.

We primarily work with flat fees to provide clear, upfront pricing for our services. Our goal is to ensure transparency and ethical practices, and we will always obtain your permission before charging more. However, some cases may be better suited for an hourly rate, and in those instances, the attorney will determine the most appropriate billing structure for your specific needs. We also offer complimentary 10-15 minute check-ins after signing, whenever needed, to ensure you're fully supported throughout the process.

Yes, we accept credit cards with no service charges.