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Your Order from Start to Finish

1. You fill in the Preliminary Questionnaire and email it to our office.
2. We send you a free Preliminary Estate Plan with an estimate of fees. Additional information gathering forms will be included based upon the complexity of your estate.
3. You send us the additional information needed along with a retainer for legal fees.
4. If necessary, one of our attorneys or paralegals will contact you. We send you a draft of the documents we are preparing along with an explanation of each.
5. You review the documents and contact us with any questions you may have.
6. We prepare the final documents and either schedule an appointment for signing or send them to you with signing instructions.
7. AT ANY TIME you have questions or concerns, you can contact us and speak with a paralegal or an attorney.