FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat-fee based on the specific work or documents you need. I also offer a payment plan option if that is a better fit for your financial situation.
- What is your typical process for working with a new customer?
For estate planning, I meet clients (in person or virtually) for an initial consultation where I learn about the client and their particular needs. At this same meeting, I usually explain the documents I recommend for the client. Then I follow up with an Estate Planning Worksheet as the client's "homework" to help guide necessary discussions so the client is ready to meet again and get down to the brass tacks of who/what they would like to have in their estate planning documents. Then I draft the documents, send to the client, and once they meet the client's approval, we meet one last time to sign the documents.
- What education and/or training do you have that relates to your work?
Juris Doctor degree from University of Washington School of Law.