How Online Estate Planning Works
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Choose from available appointment times and book directly online.
After booking your initial consultation, you will receive an email confirmation and an estate planning worksheet. Before the first meeting, simply complete and return the worksheet.
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Book Online
Initial Consultation
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​Meet with me via Zoom or phone to discuss your estate planning goals and objectives. I will discuss available options that may suit your needs and answer any questions you have. Initial consultations are free and without obligation.
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Document Creation
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After the initial consultation, you will receive a quote for the documents that best suit your needs. Document drafts are typically available within 1 to 2 weeks.​ First drafts are sent via email. Once a final draft is agreed upon, you will receive a mailed hardcopy, digital file, or both.
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Signing & Execution
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After you receive your documents, they may require signatures and notarization. Specific instructions will be provided based on the type of documents prepared.
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