Our Estate Planning Process

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STEP ONE: The first step is to schedule a 45-minute Zoom session ("Initial Consultation)" so we can review your assets, discuss the implications of your immigration status, recommend appropriate estate planning package, go over our fee schedule, etc. The $350 initial consultation fee will be credited toward the total cost of preparing your estate plan. 

STEP TWO: Once you are ready to proceed, we schedule a 1-hour Zoom "Intake Session" where we gather personal and family data and discuss provisions you would like to include in your Estate Plan and people you wish to appoint as fiduciaries.   

STEP THREE: The Intake Session is followed by a 1-hour Zoom "Review Session" where we go over a Summary of your Estate Plan and where we collect asset documents (bank statements, deeds, etc.).              

STEP FOUR:  Full drafts of your estate planning documents, and asset transfer documents are prepared and emailed/mailed to you.

STEP FIVE:  After you have reviewed the documents, you email us questions/corrections, if needed.

STEP SIX:  Once the documents are finalized, you come to 1725 I Street, NW, Suite 300, Washington, DC 20006 for your 1-hour in-person meeting to sign all the documents, which will be notarized and witnessed.  

STEP SEVEN: The day of your signing, the transfer documents are emailed/mailed or taken in person to the various financial institutions, and your deeds get recorded electronically. 

 Meetings are usually scheduled 2 weeks apart (unless rush service is requested) and the flat fee is divided into three installments and paid prior/at the Intake Session, the Review Session and the signing session.