FAQ Friday: What is our process for an estate planning consultation?
On Friday, October 22nd at 11 a.m. EST, Mr. Berger discusses what our process is for an estate planning consult.
First, make an appointment with us via telephone call or text or via email or on our website. The meeting fee will be credited toward your total bill if you choose to retain our firm.
We send digital forms you can fill out online. If you are not computer savvy, we can provide paper forms.
Our initial meeting is an hour and a half and we go over your concerns and provide suggestions and what level of planning might be best and discuss the fee and agreement.
Half of the payment is due upfront and the remainder is due at our signing meeting when documents are complete.
We may need follow-up meeting when trusts are involved, but we should have all the information needed when doing a Will during our consultation.
The signing meeting is very quick and we’ll have all documents lined up. After you leave we will notarize, witness and mail Will to Register of Wills office. We will prepare all documents to go in your book for pickup.
Information for Trust funding will be sent out if applicable after signing has occurred. Once the receipt from the Register of Wills office. We will scan all docs and store on a thumb drive and provide that as well with your original paper documents.
If you signed up for legal directives, we will contact you in two years for renewal.
We would love to help you, so please reach out and start with your appointment.
Submit your question
Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.