Our Estate Planning From Home Process
Providing peace of mind in difficult times
01. Schedule Personal Consultation
Use the scheduling tool below or call our office to schedule an appointment. We will then contact you to explain our process in more detail and provide additional assistance.
02. Personal Consultation (Video / Teleconference)
Get your questions answered as we discuss accomplishing your short and long-term estate planning goals.
03. Counseling and Review (Video/Teleconference)
Once prepared, we carefully review the plan with you, answer your questions and make revisions so that it reflects all your wishes.
04. Document Signing (Safe Delivery Method)
We have several options for you to safely and legally sign your estate planning documents, whether in-person or through alternative delivery methods which we will explain in detail.