Follow these steps below to assure fast processing through our office:
- Submit the Preliminary Questionnaire online or email it to our office.
- We will send you a free Preliminary Estate Plan with an estimate of fees. Additional information gathering forms will be included based upon the complexity of your estate.
- Complete and send us the additional information needed along with a retainer for legal fees.
- If necessary, one of our paralegals or our attorney will contact you. We will send you a draft of the documents we are preparing along with an explanation of each.
- Review the documents and contact us with any questions you may have.
- We will prepare the final documents and either schedule an appointment for signing or send them to you with signing instructions.
- AT ANY TIME if you have questions or concerns, you can contact us and speak with a paralegal or an attorney.
We encourage our clients to read our FAQ prior to talking with one of our staff attorneys. Our trained paralegals can answer certain questions and our attorneys are available to answer more complicated questions. We generally do not charge for short consultations, but we do reserve the right to charge additional fees when necessary. We will always tell you before you incur additional fees.
The purpose of our Preliminary Questionnaire and Preliminary Financial Summary is to:
- Get an Idea of Your Family Structure. This allows us to choose between several family profiles in selecting a will that best fits your needs.
- Screen for Special Circumstances. There are a number of special family or financial circumstances that may impact your will. This initial screening gives us enough information to better estimate the costs of preparing your will(s).
- Determine Whether or Not Your Estate Is Likely to Be Taxed upon Your Death. This is based upon your Net Worth. Your Net Worth is generally calculated as your assets minus your debts/liabilities. It also includes your retirement plan values and the amount of any life insurance payable upon your death. If you are a business owner, it includes the “Fair Market Value” of any business you may own, which can be considerably higher than what is now shown on your balance sheet. Estate taxes currently exempt up to $12.06 million in assets from taxation. If your estate exceeds that amount, the taxes can add up quickly to an enormous amount. For married couples, we can draft an estate plan that shelters $24.12 million or more in assets. In order to provide you with the best advice, it is vitally important that we are well informed as to your financial status.
Any information we gather in this form or in the future will be held in the strictest confidence.