You and our Estate Planning Attorney, Irina S. Shea, will spend 90 minutes together either in-person or via Zoom/phone designing the optimal estate plan for you and your family, including retirement plan beneficiary designations, payable on death designations, estate or inheritance taxes, family concerns, trusts for children, etc.
At the end of this meeting you will receive a “blueprint” of your estate plan and a recommendation for which level of estate plan best suits you.
After you choose your plan level, we will have you sign an engagement letter and pay the estate planning fee. All of our plans are flat fee and pricing for different plan levels will be discussed with you and our attorney in our Estate Planning Design Meeting.
As soon as you have signed your engagement letter and submitted payment, we will start work on your estate plan documents. Once your estate plan drafts are ready (typically within a week or two), we will then send them to you via Drop Box with a booking link to schedule a review Zoom or phone call to walk you through the documents and answer any questions you may have.