OUR PROCESS
1. Initial Consultation
First, we'll meet with you free of charge to discuss your estate planning goals and see how we can help you. This initial meeting usually takes about 30 to 60 minutes, and can be in person or on zoom, whichever you prefer.
We'll discuss your background and family, goals and concerns, and any existing estate plans. We'll talk about estate planning generally, and about what happens in New Jersey if you don't have a plan. We'll discuss various options and explain how they work. We'll answer all your questions and address any worries you may have.
At the end of this meeting, we'll suggest a preliminary plan and quote a fee range so you can make an informed decision about proceeding. If we decide to work together, you'll return our engagement agreement with a partial payment, and we'll get started.
To prepare for our next meeting, we may ask you to fill out our Estate Planning Questionnaire.
2. Design Meeting
We'll review your goals and discuss in detail any issues identified at our first meeting or in the Questionnaire. Together, we'll create a customized estate plan strategy that meets your objectives and addresses your concerns.
This meeting typically lasts an hour and half to two hours. It usually takes place at our office, but we can meet wherever is most convenient for you.
After this meeting, we'll send you a summary of your plan and then draft the appropriate documents to reflect your wishes. We'll schedule our next meeting to review and sign the documents, about three weeks later.
3. Signing & Delivery
We'll go over your completed documents together to make sure your plan meets your goals and objectives, and we'll answer any questions you may have. You'll sign the documents at our office with the proper legal formalities.
4. Follow up
We offer all estate planning clients a complimentary three-year check-up meeting. During this in-person or phone meeting, we'll discuss any changes to your family or estate and review your estate plan to determine what, if anything, needs updating.
Please feel free to call us any time you have questions or concerns about your plan.