Getting Started
In today's hustle and bustle it is easy to overlook or never find the time for some of life's more important tasks. Lewis & Sullivan's "Estate Planning Center" seeks to change that with one of your family's most important tasks. Here, you will receive the resources and guidance necessary to ensure you can complete this task, all in a
Step 1: Appointment and Intake
Appt: Our first step is to book your for an appointment. For your convenience, you can choose to meet with us in person at our office, over the phone, or via Skype or Gmail video-conference. Once we have confirmed your appointment we will send you an engagement letter outlining the scope of works and fees*.
Intake: We will then give you a safe and secure portal where you can access documents, including our Client Intake sheet. We request that you fill out this intake sheet prior to our meeting but do not feel pressured to have alli
Step 2: Meet and Learn
The most important process in Estate Planning is the conversation.
Step 3: Review and Finalize
After we have had a chance to talk through the issues we will have documents drafted and sent for your review. You will have an opportunity to read through the drafts with