FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have set fees for documents but I am always willing to work with clients to reach a mutually agreed upon fee.
- What is your typical process for working with a new customer?
Our estate planning process begins with an initial consultation where we'll discuss your unique concerns and the outcomes you want to achieve. Next, you'll complete a detailed intake form. We'll then meet again to explore the specifics of how you envision your estate plan. I'll provide you with draft documents to review. After addressing any questions or concerns, we'll finalize your documents and meet for signing. This personalized approach ensures your estate plan reflects your wishes.
- What education and/or training do you have that relates to your work?
Our estate planning process begins with an initial consultation where we'll discuss your unique concerns and the outcomes you want to achieve. Next, you'll complete a detailed intake form. We'll then meet again to explore the specifics of how you envision your estate plan. I'll provide you with draft documents to review. After addressing any questions or concerns, we'll finalize your documents and meet for signing. This personalized approach ensures your estate plan reflects your wishes.