We will be providing you with our Engagement Documents for you to review and sign electronically. These documents contain important information about the scope of planning, the cost of your plan design and our obligations to each other. The documents also have helpful information and recommendations to ensure that you have a successful experience with our firm. Please read these documents and sign them as soon as possible. Engagement Documents must be signed in order to hold your Design Appointment.

You will receive a request to pay the fees for your estate planning legal services using a quick, simple and secure online payment system. We have made every effort to make this as convenient as possible for you, and accept payment by credit card, debit card, or eCheck, as well as a “pay later” option offered through our third-party payment processor. Payment is required to hold your Design Appointment.

Prior to your your Initial Consultation, you completed the “About You” section of our online Confidential Estate Planning Questionnaire. You will now have the ability to log back into the Confidential Estate Planning Questionnaire and complete the remaining sections. Please complete this as thoroughly as possible. However, if there is something that you do not know or have not decided, you may skip that portion and we will discuss it during your Design Appointment.

Click here to log into your Confidential Estate Planning Questionnaire

If you did not complete the “About You” section and have not yet created an account, use this Link to Get Started instead.

Ensure you have added your Design Appointment to your calendar.

We will be meeting via Zoom unless you have specifically confirmed otherwise. When the time comes for your appointment, follow the link in the calendar event you received by email to join the meeting.

Please write down any questions you have so that we can address them during the meeting.

If you want to be an “A+” client (and we know you do!), review any handouts that we sent to you prior to your design appointment, and get copies of all beneficiary designations for insurance policies and retirement accounts. Knowing who the beneficiary is on each account will help provide a more meaningful and in-depth discussion during your Design Appointment. If you don’t know, or are unable to obtain these prior to your Design Appointment, that’s okay. We will discuss it during your Design Appointment and you will have a bit more follow up to do.