will and estate check up

$450 (+ tax)

We review your testamentary and other estate-related documents and provide our recommendations on whether they are still relevant or whether they need updating.

Overview

  • We conduct a brief interview to help us get to know you and learn more about your current circumstances.

  • We review your estate plan, will(s), power(s) of attorney, shareholder agreements, marriage and separation agreements, trust agreements and other relevant documents.

  • We provide a concise report assessing your current testamentary documents and outlining any recommendations we have to help you better prepare for the future. This report does not include tax advice but includes our recommendations if we think tax advice may be needed.

  • We conduct a brief follow up call to review our recommendations and discuss any needed follow up.

 
 
 

Process Commitments + Milestones

Within 1 business day of registration:

We send you a questionnaire asking for information about who you are and your current circumstances. We use this information to conduct a conflict check to make sure that we can assist you.

 

Within 1 business day of completing the questionnaire:

You receive an email with an engagement and KYC letter (by DocuSign), a Workshare link and directions on how to upload your documents for our review, our payment link, and a link to schedule a 15 minute introductory call with your lawyer to get started.

 

Within 5 business days of the introductory call:

You receive your final deliverable for this product: our will and estate check up report and a link to schedule your 15 minute follow up call.