Schedule a free consultation. It gives you a chance to meet me and find out if we're a good fit for each other. 

If you want to proceed, I will ask you to sign a client engagement letter (to hire me) and a spousal conflict waiver (which allows me to represent both spouses if a married couple) via Docusign. 

I will ask you to fill out client intake forms for me. These are done online but I can send paper copies if that is easier. 

Once I get everything back from you, I will send you a synopsis of your estate plan via email. 

I will write drafts of all of your documents and email them to you. 

At this stage, I send you an invoice for 1/2 of the Estate Planning Flat Fee. 

I give you a few days to look over everything. When you're ready we can talk through them in person, on the phone, via email, or zoom. We can make changes, answer questions, etc. 

We schedule your signing at my office here in Madison. You can either bring your own disinterested witnesses or I can hire witnesses for $100 (fee goes directly to them).

I scan all of your signed documents, email you PDFs, and mail you your originals via USPS priority mail. I will always keep a digital copy too, just in case. 

I send you an invoice for the other 1/2 of the Estate Planning Flat Fee.

I'm always here for follow up questions about funding, titling, etc.