To get started, you can download the estate planning questionnaire below that fits your situation. Most of the basic information we will need to prepare your estate planning documents will be listed on the questionnaire. You can fill in the form on the screen and print it on your printer. Then, simply call our office to schedule a consultation with either attorney Richard Williamson or Christina Gentilini. Please fill in as much of the questionnaire as possible and be sure to bring it with you to the first meeting. We will confirm your appointment time by mail or email with a cover letter confirming prices and some additional information on the planning process.
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.
If you do not have Adobe Acrobat Reader you can download it now by clicking on the Icon below. It’s easy to install and it’s free.
Trusts and Estate Planning
Why do Estate Planning?
Trusts and Other Estate Planning Documents
Tax Benefits
What Does it Cost?
Frequently Asked Questions