All work and no estate plan makes Jack a dull boy. All work and no estate plan makes Jack a dull boy.
I know estate planning ranks right up there with having a root canal. But, I do my best to make going through the haunted hotel of estate planning as painless as possible. The most difficult part for many is starting. And getting started is as simple as scheduling an initial consultation.
During our consultation, I’ll ask you what your estate planning expectations are, as well as gather some basic information. It usually take about fifteen to twenty minutes. Following our conversation, I’ll send you my estate planning organizer. When I gather all the necessary information from you. You’re pretty much done. The rest is up to me.
My turn around time is about three weeks for your first drafts. Even though I sometimes work from home; I’m able to get a lot accomplished. Especially since I’ve established a rule with my wife and daughter. Whenever they hear me in my room typing, or not typing for that matter, it means that I’m working, which means not to come in.
When the first drafts are complete, I’ll send them to you for your review. After you read them over, you’ll let me know if I need to make any revisions, edits, and to make sure we didn’t Overlook something. I’ll revise your documents as many time as it takes until you’re satisfied. (more often than not, the second drafts are the final ones)
Since, my firm’s fees are fixed, and based on a sliding scale there are no additional charges for multiple drafts. After you’ve approved your final drafts, you’ll come in to my office and sign, conveniently located at the corner of Mexico Ave. and Colorado Blvd. From start to finish usually takes a couple of months. To top it off, I guarantee my services. If not completely satisfied, I’ll refund your fees.
So you see, you have nothing to be afraid of…..
Here’s what a recent client had to say,
“I like you, Paul. I always liked you. You were always the best of them. Best goddamned estate planner from Timbuktu to Portland, Maine. Or Portland, Oregon, for that matter.” ~ Jack T. ~