Our General Intake Process
Step One: Sign Up
We offer prospective clients a complimentary intake evaluation. Download the appropriate intake questionnaire below and send the completed form to firstname.lastname@example.org. Please contact us if you have any questions.
- Estate Planning – Individual
- Estate Planning – Married
- Trust Administration / Probate
- Special Needs Planning
Step Two: Review
Our attorneys will review your intake questionnaire to evaluate your goals and legal needs and to determine whether we are able to offer our legal services. We do not employ a one-size-fits-all approach, and we do not offer our services to everyone. During our intake process, we aim to find a good match between the quality of services we can provide at an affordable rate and our clients’ desired outcomes.
Step Three: Consultation
If we do see a potential match, we will conduct an initial consultation. During the consultation, we will review your legal rights with you and answer any questions you may have. We may ask additional clarifying questions, explain our evaluation of your options, and offer our services.
Our Estate Planning Process
Step One: Sign Up
We offer prospective estate planning clients a complimentary initial consultation for general estate planning. Please contact us to schedule this consultation.
Step Two: Create Documents
During this first meeting, our attorneys will listen to our clients’ needs, plans and goals. We will generally make some estate planning recommendations, and we may ask for a follow-up meeting to present a summary and specific recommendations. After making our recommendations, we will quote a flat fee for design, drafting and implementation of the plans. Prospective clients may then choose to engage our firm by signing a fee agreement and paying a deposit; or they may choose to take some time to reflect before moving ahead.
Step Three: Review
Should potential clients choose to engage our firm at this point, a follow-up meeting to sign documents and begin implementation of the plan will be scheduled. This meeting may be quite lengthy, as we will thoroughly explain the planning documents to your clients, and to their family members if necessary. We will also explain how to fund trusts and provide instructions on how to complete this process.