I provide a very comfortable and easy way to establish a professional custom drafted estate plan to avoid probate and protect your assets now and into the future.
My estate planning services begin with a complimentary and friendly conversation where I will learn of your specific desires and intentions in establishing your estate plan. During our conversation I will provide clear guidance, options and explanations based on your personal wishes and circumstances.
Because everyone who has more than a $150,000 in assets needs an estate plan and should be able to afford a professionally drafted estate plan, I provide reasonable rates, with a no obligation complimentary consultation where I provide you with valuable insight and information.
If you decide to hire me to draft your professional estate plan, I provide a very fair flat rate with no hidden fees so you never have to worry about the price you will pay and you will know what to expect before you pay anything.
If you decide to hire me to draft your professional estate plan, I will begin drafting your personalized estate plan with hours after our meeting based on the information I learned during our meeting. Within a few days after our meeting I will have completed your estate plan. At that time I will email or mail the first draft of your estate plan documents for your review.
At your convenience, we will then review the documents together or over the phone at your choice, as I explain each part of the estate plan and answer all your question. After our review I will make any needed adjustments to the estate plan and send you the revised version for your review. I will make changes to the plan, meet or communicate with you at no additional charge for as long as is needed to establish the Trust and answer all your questions.
Ounce the Estate plan is exactly as you like, I will print the final version and organize the documents in an attractive estate planning binder where each document will be neatly organized and tabbed. As additional value, I will record the necessary documents to immediately protect real property by transferring the property into your trust.
After the documents have been signed, I continue to provide you follow up and guidance as needed to properly transfer any desired asset into your Trust.