Here is what working with us will generally look like:
Take the Quiz.
We can’t enter a relationship without knowing some basics. This is also an opportunity for you to learn some insights about us. (It’s also mandatory, since we love it so much.)
Consult with Your Attorney.
During this first (virtual or in-person) consultation, we’ll explore your situation, and discuss appropriate strategies and tools. By the end, we should agree on what we’re going to do, and what it will cost.
Enter Your Portal.
After much exploration (and pain), we finally have an amazing client portal that we think you’ll actually like. All our conversations, all your documents, and rapid responses (since we no longer need to dig through a sea of emails), all in one convenient location.
Review Your Plan.
This stage looks a little different for everyone, and it should. Some like to read a document word for word before they discuss it with us. Some prefer we walk them through it first. And some don’t know what they’ll need until we get started. For these reasons, we keep this stage flexible and follow your lead.
Execute Your Plan.
This is rarely just a matter of signing documents, although that’s an important first step. There may be deeds to record, company documents to file, or family members to brief. We are with you to the end.
We want to hear from you (and be here for you) as changes happen in your life. For this reasons, we don’t charge for follow-up calls or emails—from you, or from your trusted agents in the event something happens to you. If you don’t contact us, we can’t help, and we don’t want that.