You and our Estate Planning Attorney, Irina S. Shea, will spend 90 minutes together via Zoom 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 send you an engagement letter and credit card payment link. 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 we receive your signed engagement letter and 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 call to walk you through the documents and answer any questions you may have.