How it works
From first call to signed plan
The same path for most plans. Estates and guardianships follow a court’s calendar, and we map that out at the start.
- 01
Step 1: The call
Thirty minutes, free, with a lawyer. You say who the plan is for and what is worrying you.
- 02
Step 2: The meeting
Together or separately, in an office or at home. We ask about the family, the house and the accounts.
- 03
Step 3: The fee letter
You get a letter with what we will do and what it costs. Nothing starts until you sign it.
- 04
Step 4: The drafts
A few weeks later you get drafts with a one-page summary. Read them, ask questions, change anything.
- 05
Step 5: The signing
We bring the witnesses and a notary. It takes about an hour, and you leave with copies.
The meeting
Bring a family member, a folder and your questions
A parent and an adult child can come together. We usually ask for a few minutes with the person the plan is for.
If you have them, bring recent statements, the deed, insurance policies and any old wills or powers of attorney. If you do not have them, come anyway; we will make the list.
What to bring
Photo ID for each person signing
The deed to the house, if you own one
Account statements and beneficiary forms
Old wills, trusts and powers of attorney
Book the thirty-minute call.
It is free, and you leave with a clear next step.
Fees are quoted in writing before work starts; court and filing costs are separate.