Frequently Asked Questions

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What information do I need to gather before starting the process?

You don’t need to gather any specific information before starting the process. However, it’s a good idea to begin compiling a list of your assets and the contact information of your family members. This can help streamline the process later on.

 

When do I pay you?

Payment is due once you receive the letter of representation. This letter formally establishes our attorney-client relationship and marks the beginning of my work on your estate plan.

 

Can I do this virtually?

Yes, we can handle almost everything virtually. Understanding how busy life can be, most of our meetings will take place online. The only time you’ll need to come into the office is for the final meeting to sign your documents. If you’d prefer to meet in person at any point, I’m happy to accommodate you at my downtown DC office.

 

How do I schedule a consultation with your firm, and is there a fee for the initial meeting?

You can schedule a free 15-minute call with me to learn about how I work with clients. Please note that this is not a client consultation, nor does it establish an attorney-client relationship. If you’d like to move forward, we can arrange a paid consultation. At that point, I’ll send you a letter of representation and a payment request. Prior to the consultation, I’ll provide you with a questionnaire to complete. During the paid consultation, we’ll discuss your goals and review estate planning packages and pricing to determine the best fit for your needs. Once you choose a plan, you’ll pay a flat fee based on your selected package.

 

What should I bring or prepare before our first meeting?

For the initial free 15-minute call, you don’t need to bring anything. For the paid consultation, please complete the questionnaire I provide beforehand. Having this completed will save time and allow us to focus on discussing your goals in detail.

 

What happens during the initial consultation, and how long does it usually last?

Once you schedule a paid consultation, I’ll send you a letter of representation and a questionnaire to complete. During the consultation, we’ll review your responses, discuss your goals, and identify the estate planning package that best meets your needs. This meeting typically lasts 1-2 hours.

 

What is the next step after the consultation if I decide to move forward with your services?

After the consultation, I’ll begin drafting your documents, a process that typically takes up to four weeks. I’ll keep you updated throughout. Once the drafts are complete, I’ll send them to you for review, and we’ll schedule a follow-up call to discuss any adjustments. When the documents are finalized, we’ll arrange a signing meeting. This meeting will require two witnesses and a notary public. I’ll provide the notary and can supply witnesses if needed.

 

How do I sign an engagement agreement, and what payment options are available?

The engagement agreement will be signed electronically, and payment can be made online through a secure payment portal that I’ll provide. This ensures the process is straightforward and convenient for you.