How to get started
How to Get Started
During your first meeting with either Richard or Christina, they will explain how the estate planning process works and discuss your specific situation and needs. Once they have the information they need and all your questions are answered, a second appointment is set to complete the document part of the process. At this second appointment you will be signing your documents and the attorney will explain what steps need to be taken from there.
That’s it. The process is fairly straight forward, not very time consuming, and it is not expensive. Once you’re done, you will wonder why you waited so long. Best of all, there is a real peace of mind knowing that, should something happen to you, you have taken care of things to protect your loved ones.
Both forms are in Adobe Acrobat Format (PDF) and will self-open when you click on them. The forms are designed so that you may fill in the answers on the screen and then print out the completed form on your printer.