Beginning your estate plan is a big step, so our process is designed to help you build confidence every step of the way. Within about 6 weeks, you can have a comprehensive estate plan that will protect your family against any eventuality, even the worst.
At My Pink Lawyer™, we strive to be as efficient as possible. All new planning clients begin with an initial no-charge Estate Planning Consultation, during which you will find out what would happen to your family given the planning you currently have in place (and yes, even not having a formal plan is a plan, so you have one whether you know it or not!). If there’s a conflict between your current plan and what you would like to have happen and we both feel that our working relationship is a good fit, we can often design your new plan within the first meeting.
Because we know your time is valuable, we’ve arranged to make it as easy as possible to get started. We begin every new client relationship with a no charge initial consultation. This meeting usually lasts between 1½ - 2 hours. Appointments can be scheduled by calling (850) 439-1191 or emailing Kristen at Kristen@MyPinkLawyer.com.
Once your consultation is scheduled, we will email or send you an Estate Planning Worksheet, which we ask you to fill out and return to us at least 2 days in advance of your consultation. This information will give us an important general overview of your family circumstances, current assets and your priorities in planning. We’ll review this before your meeting, so none of our face-to-face time is wasted. That way, every minute you spend with us will be focused on meeting your estate planning needs.
Sorry, we can't quote fees over the phone or email because at this point we know nothing about you or your family or circumstances! However, a flat fee (or fee options) will be quoted at your free initial estate planning consultation that will best serve your and your family's needs. You can then decide whether you’re ready to move forward with designing your estate plan right then and there.
Our fees are all-inclusive. There will be no surprise bills in the mail, and we will work together to design the best plan that will give you and your family the greatest peace of mind. If you do not feel that the benefits of the planning you will do with us far outweigh the costs, there is no obligation and your Estate Planning Consultation is complimentary.
Sometimes, depending on the level of planning you choose and the complexity of your situation, a second planning meeting is required. But once your plan has been designed to your satisfaction, you will return to our office approximately 3 weeks later to sign your documents. At this point, you and your family will be totally protected in the worst-case scenario of your death or incapacity.
At this point, most lawyers call it a day. But we see the signing of these documents as the beginning of our relationship with your family. Laws change, your assets change, and your plan will need to change as well. That’s why we will communicate with you on a regular basis, and gather your input on the decisions that most affect your family. We offer reviews of your plan any time you have a major life event (such as marriage, divorce, birth of a child, death in the family, etc.) and/or every three years at no additional charge to you.
If you’re looking for this personalized level of estate planning, then call or email us to schedule your initial Estate Planning Consultation. |
