How long does the process take?

How long does the process take? The typical process takes about six to eight weeks start to finish, and we can definitely expedite that if you're about to travel internationally, or if you're about to have a baby. But we do encourage you to start the process with a free educational estate planning talk. You get to learn about what to think about when it comes to estate planning in a group format and hopefully what we think is an entertaining way to teach you about estate planning and concerns. 

Then you'll come in for your first appointment. You'll meet with your attorney, you'll ask questions, we'll ask questions, and then you get to decide yes, no or not yet. Most people say yes, they want to move forward, get their estate plan done, get the peace of mind that their family's protected. We'd figure out exact what the fee is at that meeting, and you would pay half at that time. You'd come in about a month later for your signing, you'll sign all of the legal documents we've prepared, your estate plan is fully in place at that time, you pay the balance of your fee at the signing. 

Then you come in for your third meeting, we call it the legacy meeting, where you focus on your insights, values, stories, experiences that you want to make sure are captured and there for your family and loved ones to remember you by. So we help you with letters you would write to your children or their guardian, or your trustee, medical decisions that you would make so that way your family knows what you would do in certain circumstances, and then you can even do your legacy video at that final meeting, what we hope for our clients is the first of many videos that you'll do over time.

That's the whole process, start to finish, six to eight weeks or of course, expedited as you might need to have that happen, so we look forward to meeting you and getting you through the process.