When You are Ready to Move Forward, Here is What to Expect
Before Your Design Session
After our initial discussion, you will receive a confirmation with a link to a questionnaire and information about how to schedule your design session. If you do not receive this email check your spam folder and then contact me. Please return your completed questionnaire at least 72 hours prior to your scheduled design session. You are not charged until after the design session, when your documents are delivered.
During the Design Session
The design session is held via a Google Meet web conference. Come ready to discuss your needs and ask answer any questions you have. Because you completed the questionnaire prior to the design session, I’ll have a draft of your estate plan ready. We’ll focus on reviewing the draft, answering your questions, and finalizing your plan. Design sessions last anywhere from 45 minutes to 2 hours.
After the Design Session
After our design session, I get to work finishing your documents. When they are complete, I send you an invoice. As soon as the invoice is paid, I send you a link to download the documents. You have 7 days from the design session to download the documents and 10 days from the design session to make 1 request for changes, if necessary. Once your final documents are available for download, you are responsible for having the documents witnessed and notarized by a notary of your choice*.
* IMPORTANT - The documents are not valid until signed, witnessed, and notarized.