How it works
How a plan gets made, and kept current
Six steps, from a first call to a review three years on. Most plans are signed within a month of the first meeting.
- 01
Step 1: A short first call
Twenty minutes with the office to learn what’s going on and match you with the right lawyer.
- 02
Step 2: The first meeting
About an hour with your lead lawyer, at the office or by video. Bring what you’ve signed before and a list of accounts.
- 03
Step 3: Your fee in writing
Within two business days you get a letter with the plan we’d write and its flat fee. Nothing starts until you sign it.
- 04
Step 4: Drafts by email
Plain-language summaries first, then the documents. A second lawyer here reads them before you do.
- 05
Step 5: Signing day
Witnesses and a notary at our office, or at home or a care home if that’s easier. You leave with the originals.
- 06
Step 6: The review
Every three years we write to ask what has changed, and meet to update the plan. That meeting has no fee.
What changes a plan between reviews
Don’t wait for the letter if one of these happens. Call, and we’ll tell you whether the plan needs a change.
- A move, or buying or selling a home
- A marriage, divorce or death in the family
- A new grandchild, or a child who now gets benefits
- A diagnosis that may need long-term care
- A large inheritance or the sale of a business
Process questions
Can the whole thing happen by video?
Everything but the signing can. Signing needs witnesses and a notary in the room, which we arrange at our office or wherever you are in the area.
Can my son or daughter join the meetings?
Yes, with your say-so. Part of the first meeting is with you alone, so we know the plan is yours.
What if I miss the review?
Nothing breaks. We write again a few months later, and the plan stays in force as signed.
Twenty minutes to start
Book a time, or write a few lines about what’s going on.