Our Process

We strive to make the estate planning process as simple, secure, and stress-free as possible - all from the comfort of your own home. Here’s what you can expect when working with us:

1. Get in Touch

Reach out to let us know you’re interested in preparing your will and powers of attorney. We’ll provide an overview of the process, confirm our fees, and answer any initial questions you may have.

2. Getting Started

If you decide to move forward, we’ll send you a secure, web-based questionnaire to gather important personal and financial information, along with a retainer agreement for your review and signature. Depending on your circumstances, we’ll let you know of any additional documents that are required to properly advise you.

3. Initial Meeting

Once your questionnaire and documents are received, we’ll schedule an initial meeting to review your information, discuss your wishes, and provide tailored recommendations based on your circumstances.

4. Drafting Your Documents

Following our meeting, we’ll prepare your draft documents and send them to you for review, along with a guide to help explain the key provisions. You’ll have the opportunity to review the drafts carefully and note any questions or changes.

5. Draft Review Call

After you’ve had an opportunity to review your draft documents, we’ll schedule a brief draft review call. This gives you an opportunity to ask questions, confirm that the documents reflect your instructions, and identify any changes before the final versions are prepared for signing.

6. Signing Your Documents

When your documents are finalized, we’ll arrange for them to be signed. You can choose to complete the signing virtually with witnesses arranged by our office, or you can arrange for your own in-person witnesses.

If you choose virtual signing, our office will guide you through the process. If you choose to arrange your own witnesses, we’ll provide detailed signing instructions and review the signed documents afterward to confirm they appear to have been properly executed. Once everything is complete, we’ll return the finalized originals to you for safekeeping.

Virtual Will & Powers of Attorney Drafting