How a plan comes together
From the first call to the signed originals, most plans take three to five weeks.
- 01
Step 1: A first call
Tell us briefly what's on your mind. We'll suggest which lawyer you should meet and what to bring.
- 02
Step 2: A first meeting
An hour in the office, by video or at home. We learn about your family and what you own, and answer your questions.
- 03
Step 3: A letter in plain English
Within a week, a short letter sets out what we'd put in place, why, and the fee. Nothing is drafted until you say yes.
- 04
Step 4: Drafts to read
We send the drafts and a summary of each. Mark them up, call us, or come in to go through them line by line.
- 05
Step 5: The signing
You sign with witnesses and a notary at our table, or we bring them to you. We can keep the originals for you.
- 06
Step 6: Afterward
We deed the house into the trust if there is one, send retitling instructions, and write to you when the law changes.
For a family member helping a parent
Can I come to my parent's meeting?
Yes, and we're glad when you do. For part of the meeting we'll speak with your parent alone, so the plan is plainly theirs.
My parent can't easily come downtown.
We visit homes, assisted living and hospitals across the tri-county area, and bring the witnesses and notary for the signing.
I live in another state.
Join by video. Much of the work for out-of-town children happens by phone, email and electronic signature.
Begin with the first call
It takes about ten minutes, and there is nothing to prepare.