Estate Planning Process
Our Modern Approach to Providing Excellent Services
We know Estate Planning is not on everyone’s top “to-do” list. We understand it is a difficult subject to talk about it, let alone plan for. We get it! At J M Love Law, we strive to make the planning process as easy as possible for our clients. We provide our clients with a comprehensive client questionnaire that takes the guess-work out of the process, and give you an organized Estate Planning Portfolio at the end. We’ve got you covered!
Don’t know where to start? It’s okay. That’s what we are here for! Let us handle the legal work so you can get back to what matters most!
How it works:
We have simplified the process for our clients. We will guide you through the process of identifying your assets and goals. Based on your desired outcomes, we will develop an Estate Planning Portfolio just for you!
We handle all of the legal work for you, so you can get back to what matters most to you!
Our Process Made Simple
Step 1 – Schedule your Virtual or Telephone Consultation.
Step 2 – If you decide to hire us for your Estate Planning services, you will complete the Retainer Agreement for us to proceed.
Step 3 – We will provide you with a Client Questionnaire for you to complete and send back electronically.
Step 4 – We begin drafting your Estate Planning documents! We will provide you with a final draft of your Estate Planning documents for your review and approval before finalization.
Step 5 – Your Final Estate Planning documents and your custom Estate Planning Portfolio will be provided, including instructions, important information, Letter of Instruction and Inventory template, and more! You may choose one of our signing options for your convenience and safety. To ensure the health and safety of our staff and clients, we follow appropriate CDC Guidelines for social distancing.