Consultation and Planning Timeline
Your estate planning process begins with a complimentary consultation focused on clarity and next steps. During this meeting, we outline the planning process, review the documents needed, discuss payment options, and answer initial questions. You will also be advised of when your engagement letter will be sent.
Within 48 business hours of retention, you will receive access to a secure client portal with instructions for submitting required documents. Once documents are received, a second call is scheduled and the drafting timeline officially begins. If documents are not provided by the agreed-upon date, the timeline will be adjusted and clearly communicated. All timelines and expectations are outlined in your engagement letter so you know what to expect at every stage.
Drafting and Review Stage
During the drafting phase, a mid-point call is scheduled to review progress, address questions, and confirm that nothing has been overlooked or needs adjustment. Additional questions may arise during this stage, and communication can continue by phone, email, or through the client portal, based on your preference.
Your draft estate plan is presented on the defined timeline, with a review call scheduled in advance to walk through the documents and discuss any requested modifications. Review calls are scheduled for up to two hours to allow space for thoughtful discussion, though most conclude sooner. This stage ensures your plan is complete, accurate, and aligned before moving to finalization.
Draft Modifications & Finalization
Following delivery of the initial draft, up to two calls are scheduled to review revisions, address questions, and refine the plan. Drafts may be shared multiple times during this stage to ensure accuracy and alignment. Additional calls can be added as needed, with communication continuing through the client portal or by email.
Final documents are completed by the agreed-upon finalization date when the client remains responsive and engaged. If additional documents are requested, new issues arise, or the scope becomes more complex, we discuss those changes and adjust timelines transparently.I believe in taking a client-focused approach to each case, ensuring that my clients are informed and involved throughout the legal process. I am always available to answer questions and provide guidance, and I work tirelessly to achieve the best possible outcome for each client.