Will Timeline
How Long Does Will Preparation Take?
After the “Planning Discussion,” most clients’ documents can be ready for client review within 2–3 business days. See below “Steps for Will Preparation.”
However, the total amount of time to complete the whole process depends largely on the following:
- How quickly you complete your Intake Form (see “Steps” below), and
- Your availability for the “Planning Discussion” and “Will Execution Meeting.”
Steps for Will Preparation
The steps below provide a general overview of the typical steps for Will Preparation.
01
Engagement & Payment
You sign your Engagement Agreement and make the initial payment.
02
Intake Form
You provide key information through a simple online form.
03
Planning Discussion
You and the attorney discuss your wishes and concerns.
04
Attorney Drafts Documents
The attorney prepares your documents and arranges a review with you.
05
Will Execution Meeting
Documents are formalized with witnesses, notary, client, and attorney.
Will Services & Pricing
Simple Will Only - $500
A “Simple Will” typically leaves all of your assets to your spouse, your adult children, or a small number of individuals. It also names someone to serve as an Independent Executor (administrator) to settle your estate, among other important details.
| Service | General Description | Starting Fee |
|---|---|---|
| Simple Will | Legal counsel, drafting, and notarization | Included |
| Discussion | Use of beneficiary designations and other legal mechanisms that simplify property transfers upon your passing | Included |
| Transfer on Death Deed | Simplified residential property transfer (including filing fee) | +$300 (discounted fee) |
PRICING NOTE: Due to the varying complexities of each plan, a specific fee and attorney engagement can only be confirmed after a consultation. If there is a need to plan for minor children, incapacitated individuals, leaving specific gifts to numerous individuals, or other special circumstances that are not ordinary in a Simple Will, additional legal fees will apply.
Simple Will Package - $750
In addition to a Simple Will, the “Package” includes legal documents for you to designate individuals who will have authority to assist you medically and financially should such a need arise or be desired by you.
| Service | General Description | Starting Fee |
|---|---|---|
| Simple Will | All services included in the "Simple Will Only" list | Included |
| Financial Power of Attorney | Designating a loved one to assist with financial transactions | Included |
| Medical Power of Attorney | Designating a loved one to assist with medical decisions | Included |
| Designation of Guardian | Designating a guardian (in case of later incapacitation) | Included |
| HIPAA Authorization | Sharing medical information with a loved one | Included |
| Transfer on Death Deed | Simplified residential property transfer (including filing fee) | +$300 (discount fee) |
PRICING NOTE: Due to the varying complexities of each plan, a specific fee and attorney engagement can only be confirmed after a consultation. If there is a need to plan for minor children, incapacitated individuals, leaving specific gifts to numerous individuals, or other special circumstances that are not ordinary in a Simple Will, additional legal fees will apply.