Client Experience: What To Expect
Meeting with a lawyer can feel intimidating. To make you feel more comfortable, this page explains the outline of the typical process I use when helping a client with an estate plan.
When you contact my office via this website, you will be prompted to enter your contact information and choose your preferred method of communication, what time is best to reach you, and what you are interested in speaking with me about.
I will return your message, speak to you a bit about your issue, and offer to schedule a free 30-minute consultation. You will be able to choose in-person meeting at my office at 12537 15th Ave NE, Suite 210, in Seattle, WA, or a remote video meeting.
After The Free Consultation
I can help with your estate planning, probate needs. I will explain my fee agreement, answer any questions you have and give you an engagement agreement document to sign. Any initial fees immediately due will also be collected at this time. For clients visiting the office, you can do this at the conclusion of the consult. For remote clients, I will text or email a secure link to sign the documents electronically, along with an invoice for payment of any initial fees due at the same time.
During The Drafting Of Your Documents
After the signed engagement agreement and initial fees are received, I will begin work on your documents. You can reach me via text, e-mail, and phone with questions. You can expect an answer within 24 hours. I will also email you a status update weekly. In most cases, I will give you an estimated date I expect your documents to be complete and ready to sign (execute). Once complete, I will send a copy of the drafted documents for your approval and answer any questions you may have.
Signing Your Documents
Depending on the documents prepared, I will contact you to set up a time to sign (execute) them. I will explain the requirements, and you will be given a choice between signing remotely via Zoom or in-person at the office. If witnesses are required, you will be responsible for making sure they meet legal requirements and their attendance at the signing. Any remaining balance owed will also be due at this meeting.
After Signing Your Documents
Congratulations! I am finished. I will print your original documents, make two copies of each, and put them in folders for you. I will then mail them via certified mail to the address you provide. If you sign in person, I can hand you the documents and copies before you leave. You will then receive a closing letter, indicating the end of my representation.