Existing Document Reviews

Are you confident that your existing estate planning documents from another firm are up-to-date, consistent with current laws, and still reflect your current needs and wishes?

If not, we offer reviews of existing estate planning documents created elsewhere, with an efficient process for gathering your information and communicating our recommendations.

It is time to have your existing plan reviewed if your estate plan is over 20 years old or any of the following have occurred:

marriage
divorce
births
deaths
new choices for executor / trustee / guardian of children
family members with creditor problems
new home
different ideas on distributing assets.

Document review is complimentary if you would like to receive your recommendations via a video summary over email.

If you prefer an in-person meeting to discuss recommendations, costs are described below.

Document Review Process

Step 1: Get Started

Call our office and speak with our intake coordinator who will gather information and explain the process.

Step 2: Complete our Document Review Form

This helps us understand what documents you have and what changes you may need.
The form can be downloaded from the link below or emailed or mailed to you upon request.

Step 3: Send Us Your Documents and Completed Form (2 methods)

We can review any of the following: Trust, Wills, Financial Powers of Attorney, Health Care Directives, Living Wills, Beneficiary deeds.

Delivery Method A: Secure Online Portal

Upload digital copies of documents and the completed review form to our secure and confidential portal. (This is our preferred and most efficient method).

Delivery Method B: Office Drop-Off (copies or originals to be left with the firm)

Drop off originals or copies and the completed review form to be left at our office in our secure storage.
Please call before dropping off so we can ensure someone is available to greet you and receive documents.
Please note: Attorneys are not available for questions at the time of drop-off.
We cannot copy or scan documents at drop-off.

Step 4: Attorney Review

An attorney reviews your documents and completed form within 2-3 weeks after received.

Step 5: Recommendations Provided

Recommendations will be delivered to you via one of the two options below.

Options For Delivery of Recommendations

Option 1: Video Recommendations (free of charge)

Recommendations are delivered by video to your email address.
Pricing for any recommended updates is provided in the email.
If no changes are needed, you'll have peace of mind that your documents still work.
Call us to schedule a time to pick up your documents (if you dropped off paper copies or originals) or call to request copies be shredded.
If you decide to make updates based on our recommendations, call us to schedule a meeting or use the online scheduling link provided in the email.

Option 2: In-Person Meeting ($600)

Option 1: Video Recommendations (free of charge)

Recommendations are discussed during a 1 hour in-person meeting with an attorney.
The meeting is scheduled during Step 1, for 2-3 weeks after we receive your documents and form, and after attorney review is complete.
Payment of $600 is collected via credit card during Step 1.
If you decide to update your estate plan, the $600 will be applied to the cost of your new plan and an additional meeting can be scheduled, if needed.
If no changes are needed, the $600 is retained for services rendered and you'll have peace of mind that your documents still work.

Existing Document Reviews

Watch this video to learn more about our document review process and options for delivery of our recommendations.

Document Review Process

Step 1: Get Started

Step 2: Complete our Document Review Form

Step 3: Send Us Your Documents and Completed Form (2 methods)

Step 4: Attorney Review

Step 5: Recommendations Provided

Document Review Form

Options For Delivery of Recommendations

Option 1: Video Recommendations (free of charge)

Option 1: Video Recommendations (free of charge)

Option 1: Video Recommendations (free of charge)

Option 2: In-Person Meeting ($600)

Option 1: Video Recommendations (free of charge)

Option 1: Video Recommendations (free of charge)