Appointment Type Duration
Non-Estate Planning Appointment
Phone call meeting 5 – 30 minutes
Estate Planning Appointments
Free estate plan phone consultation – We will have a phone meeting rather than an office meeting. During this meeting Richard will conduct a video conference so he can show you important components of your estate plan. 60 – 90 minutes
Estate plan signing at your home – No need to come to our office to sign your documents. You can sign everything in your home. We will send you the documents in a three ring binder with each signature line marked with a “sign here” sticker. You will arrange for one person to witness the signing. After the documents are signed you will send the binder with the signed documents back to us so we can scan all the documents and then return the binder to you with a thumb drive that has Adobe pdf digital copies of all the signed documents. 30 – 60 minutes