What to Expect
During the Virtual Meeting
- You’ll share your goals and objectives for protecting you, your property, and your loved ones.
- We will explain your estate planning options, our process, packages and flat fee pricing.
- If we decide we are a good fit to work together, we’ll discuss next steps
REQUIREMENTS FOR BOOKING:
- If you are married and both of you want an estate plan, both spouses must be in attendance.
- You will be asked to complete an online questionnaire 3 days before our session. The link for the questionnaire will be emailed to you.
- Session is available to residents of Kansas and Missouri.
If the above conditions are not met, the meeting will be cancelled.
After the Meeting
- If we decide we are a good fit, you may retain our office.
- We will schedule a design meeting to review your goals and discuss the best strategies for achieving them in detail.
- Together we will tailor a plan that meets your needs and make sure you understand how it works.
- Your completed Estate Plan will allow you to breathe a sign of relief knowing your future is secure and you have taken the steps to maintain family harmony.
We look forward to speaking with you soon.