From first call to signed papers

Four steps, about three weeks

Here is what happens for a will, powers of attorney or a special needs trust. Guardianship has court steps of its own, set out on its page.

Step 1: A free call
Thirty minutes by phone. You tell me who depends on you; I tell you what kind of plan fits and what it costs.
Step 2: The planning meeting
An hour at my office, your home or by video. I ask about family, property and worries, and you leave with a written quote.
Step 3: Drafts in plain words
Within two weeks you get the drafts and a one-page summary. We change them until they read right.
Step 4: The signing
Witnesses and a notary, at my office or at your bedside. You leave with a binder; your agents get copies.

What to bring to the planning meeting

Names
Full names and birth dates for the people you want to name or provide for.
A rough list of what you own
House, land, accounts, retirement plans and life insurance. Rough figures are fine.
Old papers
Any will, trust or power of attorney you signed before, even decades ago.

Thirty minutes, free, and no papers needed yet.