Now that you’ve decided to take the next step and meet with one of our attorneys, all you need to do is call or e-mail to schedule our initial meeting. We will send out a questionnaire to get the process started. There will be questions about you, your family, your assets, and your choice of guardians, executors, and trustees. We will also ask you to gather Pacific documents to help us better understand your situation.
We will block two hours on our schedule to meet with you, get to know you and your wishes, explain the current laws to you, and help you understand what would happen if you were to pass away with your current will or no will at all.
If you decide that we are a good fit, we can begin to design an estate plan for you and your family at this initial meeting.
We will go over all of the options available to you, discuss their pros and cons, review our pricing, and work through any remaining questions you may have.
If your plan has many moving parts, or complexities, we will often schedule a second meeting to review your plan and finalize your documents.
Usually within four weeks, we will schedule a signing ceremony. This is when all of your documents are formally executed, signed, witnessed, and notarized. You will leave with everything you need to effectively protect yourself and your loved ones. And of course, should something happen, you have 30 days to make alterations to your estate plan at no additional charge.
We see this as the start of a new phase in our relationship. You will be offered the opportunity to meet with us at no charge every three years for a complete review of your estate plan. If you know that your life is changing at a faster pace, we also offer membership programs that allow you to meet with us annually. We would be happy to discuss these options with you when we meet.
As in everything that we do at Godorov & Nesevich, our goal is to make the entire process as easy and comfortable for you as possible. Feel free to let us know how we can help.