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In-Person Consultations

For those who would prefer an in-person consultation for either their estate planning or real estate needs, we offer in-person consultations within the South Florida area. Although not as affordable as our entirely online service, EZ Online, our in-person consultations is a great option for clients who want a personal relationship with their attorneys. 

INTAKE FORM

We have created a simple intake form to gather some preliminary information from you prior to our meeting. Contact us now so we can send you your intake form!

IN PERSON MEETING

The meeting is one of the most important steps of this process. During this time, we meet with you one-on-one to learn more about you that way we can tailor our services to best meet your needs. Meetings are also a great time for you to learn more about us!

Discussing the Numbers

DRAFT REVIEW

Once we have met with you, we will begin drafting your paperwork! When we are finished, we will send you the drafts for your review. We will be there every step of the way to answer all the questions you may have. 

Signing Contract

SIGNING & EXECUTION

When you are confident the drafts represent your goals and wishes for your estate, we will then proceed to the final stage of the process which is assembly and execution. At this point, we will organize all of your documents into a comprehensive binder and assist you in the execution of your documents. 

Looking Out of a Skyscaper

START NOW

Ready to jump in? You don't have to be. With estate planning, there is truly no time like the present! And we will make sure the process is as simple and stress free as possible! 

 

Click below to begin!

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