Time: 20 Minute Consultation
Fee: None
Meeting: Zoom
What to Expect
At K. Reilly Law, we understand there may be an emotional barrier or reluctance in getting even basic estate plan in place. Here's what you can expect when you talk with us.
Our Four Step Process
STEP ONE
Nice to Meet You
This is an opportunity for us to meet and share. It’s a time for me to learn about your goals, wishes, concerns and for you to learn about me and the firm’s process.
Let's get you started
STEP TWO
Who, What, How
Time: 2 Hours
Fee: $1,000
Meeting: Zoom
During this meeting:
- We will discuss which members of your family or friends you wish to include in your plan.
- List your assets.
- Discuss how you want to structure your plan to distribute your assets according to your wishes.
- Build your bench: Make sure your affairs are handled by people of your choosing
Let's book your initial planning meeting
Note: If our firm is retained within 30 days of this meeting and we prepare Contingency Planning documents, that FEE is applied to that engagement.
STEP THREE
Draft Review Meeting
Time: 1 to 2 Hours
Fee: None
(included in the engagement fee)
Meeting: Zoom
We review your draft plan documents to make sure what you had in mind has made it onto the page. We also make sure that you are comfortable navigating your documents.
Let's book your draft review meeting
STEP FOUR
Signing
Time: 30 to 45 Minutes
Fee: None
(included in the engagement fee)
Meeting: In-person
We are still firmly in the paper and pen world here (wet signatures). Under Massachusetts law, many of these documents must be witnessed and notarized. The witnesses must be two individuals who are NOT mentioned in any of your plan documents. For the documents that don’t require witnesses and notarization, it is still best practice to do so since other states may require both. Each witness must be over 18 years-old and have valid government-issued photo identification.
Let's book your signing meeting
As I am a solo practitioner, I ask my clients to enlist friends, neighbors, and co-workers to act as witnesses for signing.
The firm will supply the notary services. I will come to you for the signing.
I know you work for a living too. I work with my clients to schedule the above meeting times around your life and obligations.
After-hours and weekend appointments are available upon request. The Initial Consultation/Who, What, How/Draft Review meetings are all conducted via Zoom.
If we are all on our game, generally, this process takes about eight weeks. This sort of planning is not just for the wealthy. Let’s get your Personal or Family Contingency Plan in place and cross that weighty item off your “To Do List.”