During our initial meeting, we will go through your completed intake form to get a better understanding of your particular situation. I realize how overwhelming the intake form can be. There are several decisions to make that entail a lot of moving parts, many of which pertain to delegating individuals or companies to handle and oversee the various aspects of your Estate Plan. Examples include:
- Naming Beneficiaries
- Determining the Executor of your Estate
- Naming a guardian for your pets and children should you become incapacitated or die
- Naming an individual to handle Power of Attorney
... and more. This may feel daunting and I don't expect you to decide all of this in one consultation. We will have several meetings to flesh all of these details out.
Once I get a sense of your situation and goals, I will suggest some estate planning tools that fit your situation and explain how these tools apply to your particular estate. I will discuss pros and cons of various options and answer your questions.
At the end, I will provide you a flat fee quote for designing and drafting your estate plan. The final part is for you to decide if you would like to move forward and have me draft your estate plan.