At PFH Legal, I try to make the estate planning process as streamlined as possible. In most cases, we can follow the steps below from start to finish.
1. Initial Call
We start with a free, no-obligation call to discuss your family situation, assets, and goals to get a rough sense of the scope and type of plan that fits your needs.
2. Engagement
I will follow up with a proposed plan and a preliminary flat-fee estimate for drafting your documents. If you decide to move forward, I will send an engagement letter and instructions for accessing your client portal, where you can provide the detailed information we’ll need to design your estate plan.
3. Design Meeting
Once I’ve reviewed your information, we’ll meet to walk through my recommended plan — how your assets and goals translate into a specific structure of wills, trusts, powers of attorney, and beneficiary designations — and confirm the final scope and fee before drafting begins.
4. Drafting & Review
I will prepare your documents, keeping you updated and following up as needed for additional information or clarification. Draft documents will be sent to you for review and made available in your client portal, and I will make any desired revisions — with follow-up meetings if necessary — to finalize the plan.
5. Signing!
Once documents are ready, we can schedule a signing meeting to formally execute your full set of estate planning documents. I’m happy to meet wherever works best for you: your home, my office, or another location of your choosing.
You’ll leave with your signed set of estate planning documents along with instructions about storing your documents, funding your trusts (if applicable), and retitling assets or changing beneficiary designations as needed.
Ready to get started?
Schedule your initial call and let’s talk through your planning needs.