Frequently Asked Questions (FAQ)

After your initial consult, you will have an onboarding call with our client coordinator, Sabryn, to go over office procedures, confirm details of your plan, schedule your attorney Q&A Meeting and schedule your signing appointment.

Next you will have your attorney Q&A Meeting where you will go over all of your questions, clarify your plan details and make sure we have what we need to draft your documents.

After the Q&A, we will draft your documents according to your direction. Once the documents are drafted, they are reviewed by our attorneys to ensure that they are correct.

Then, we send you the draft documents to review. If you see any typos or other issues, we will correct those before your signing appointment.

Finally, we will meet with you to do a final review and explanation of the documents as well as sign them so that they are legally binding.

Once your documents are signed, we will process them and mail you the originals and a copy. We will also upload them to your Client Portal where you can assess scanned versions of your documents at any time on your computer or phone.

Of course, throughout this process you can call and/or email us with any questions.

It usually takes about 4-6 weeks from your initial appointment to signing appointment.

You can email Sabryn at [email protected] or call our office at 253.383.7058.

The onboarding appointment usually lasts about 15 minutes.

After your Onboarding Meeting, you will have a Q&A Meeting with your attorney to answer questions about your plan.

It typically takes us 2-3 weeks from your Q&A Meeting to draft your documents if all goes perfectly. However, if we are waiting on documents from you, this will take longer.

If you have any questions during any phase of this process or would like to make any changes before the documents are finalized, please contact us. You can call, email or text us and we will help you!

Yes! If you have any changes that you would like to make prior to signing the documents, that's no problem. Simply reach out to our office and we will get them done.

Please bring a photo ID to your appointment. Please remember the balance on your account is due at signing.

The signing appointment usually takes about an hour.

If you have named people other than you as initial trustees of any trusts they will need to sign your documents. If they cannot come with you to your appointment, they can make an appointment at a later time. If they live out of town, we will mail their documents to them to sign.

You can email us or call us with any revisions. All revisions must be approved before you come in to sign. Depending on the change, we may not be able to accommodate same day changes.

Your documents are not valid unless signed.

You should store your documents in a safe place like a safe or fire proof box. Don't forget to let your loved ones know where these important documents are.

If you choose to place your original documents in a safety deposit box, please make sure someone close to you has access to that box.

We do not give out any information to your family members unless authorized by you.

We recommend you update your documents every 2-5 years, or when circumstances change ( i.e. marriage, death, divorce, additional children).

You will get the original signed documents and one paper copy of everything. We also scan everything and add it to your client portal so that you can access your scanned documents. In addition to the documents you will get a letter of instruction and other information that will help you with next steps.