Step 1: Make an Appointment
To make an appointment call Geoff Dietrich, Mary Anne’s legal assistant, at (206) 624-6271 or email him at email@example.com.
After you make your appointment, Mary Anne will call you to briefly discuss the issues that are important to you and will give you an estimate of the cost to prepare your estate plan. There is no charge for this initial telephone conversation.
Step 2: Complete an Estate Planning Questionnaire
Before your appointment, complete an Estate Planning Questionnaire (EPQ) found on Mary Anne’s attorney page. You can fill out the EPQ directly on your computer or print it and complete it by hand. If you would like us to postal mail you a paper copy, just ask. Bring the completed EPQ to your appointment.
Step 3: Meet with Mary Anne
At your appointment, Mary Anne will review your completed EPQ with you and answer your questions, such as “What type of person would make the best Executor?” or “Will the government take taxes from my estate at my death?” We validate parking in our building.
Step 4: Establish the Attorney-Client Relationship
Mary Anne will ask you to sign an Employment and Fee Agreement (Agreement) and pay an advance fee deposit (AFD) of approximately half of the estimated cost for your work. You may pay your AFD at the first meeting. When we receive your Agreement and AFD, we will draft your documents. We accept cash, check, Visa and MasterCard.
Step 5: Writing the Documents
Once we have received all required information from you, we will write your documents. Attorney Anton Cauthorn will usually draft the documents in conjunction with Mary Anne.
Step 6: Reading Your Draft Documents
We will email or postal mail you your draft documents for review. Please set aside at least 30 minutes to review your draft documents within the first week of receiving them. E-mail or call us with any questions or changes. We will send revised drafts to you with your changes.
Step 7: Your Will Signing
When you are ready to sign your documents, contact us to schedule an appointment to return to our office for signing. The office staff will witness and notarize your documents. After signing, you will take your original signed documents with you. We do not store original client signed documents. You must store the documents in a fireproof place such as a safe in your home or a bank safe deposit box. We will generally give you copies of your signed documents, including additional copies of your Powers of Attorney for you to give to the person(s) you named as your attorney(s)-in-fact.
Step 8: Thank Yourself
We hope this process gives you the peace of mind you deserve for having thoughtfully provided for your family and friends in the years to come.