Not sure how to begin the process?
We know that estate planning can be confusing – and overwhelming:
Do you need a will, or a trust? Or both?
What is a Power of Attorney and do you need one?
What is “avoiding probate” and do you need to do it?
What is a “durable” power of attorney?
What about a Living Will?
At Dell Burtis Law, we make the estate planning process simple. We help you determine what estate planning documents are right for you – and then we prepare those documents for you and make sure they are signed and ready when you need them.
Our process is simple:
1. Call to schedule an appointment (Sometimes, this is the hardest part).
We’ll send you a form to fill out to bring to the meeting.
2. Meet with one of our attorneys, who will learn about your particular circumstances and then take the time to explain which estate planning documents would be best for you.
The first meeting can be in-person, by phone, or by video-conferencing (Zoom or Teams).
3. Come into the office for a signing meeting (usually 2-3 weeks after the first meeting).
The attorney will explain the documents – in understandable terms – to make sure you are comfortable with them.
4. Sign the documents – and you’re done.
The entire process is usually complete within 2-3 weeks, including both meetings with the attorney.
We give you written fee provisions so you always know what you will be charged.
