On Friday, August 21st, Attorney, Candice Joy talks about our estate planning process.
Step 1: For making an appointment, call our office, schedule online or even text us.
Step 2: Our office will send out an intake form so we are prepared. This contains information on your family and assets.
Step 3: Come in for your consultation so the attorney can tell you what the best plan will be for you.
If you have a Will plan, you will only have one more appointment. If you have a trust plan, you will have 2-3 more appointments depending on the complexity.
Documents are sent out a week before your review or review/signing appointment so you can review ahead of time.
It’s important to let us know ahead of time if there anything you want to make changes on so that way everything is taken care and ready to sign at your meeting.
Submit your question
Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.