Get started with West Hills Estate Planning Attorney | Robert K. Lee

WHERE WE ARE NOW:

• We've probably talked on the phone, texted, or you've sent me a contact form (or some combination).  I've given you a verbal quote or told you what our basic fee is.  In order to send you a formal agreement, I will need to make sure we are on the same page.  

• This form helps me determine whether your estate plan is straightforward or whether there are issues that may require additional planning.  

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WHAT'S NEXT:

• After I review this form, I will contact you to ask if you are ready to move forward.

• Then after signing our agreement, paying the deposit, I will begin preparing your plan.

• Depending on how quickly you can send me detailed information, I can usually have you plan ready for signing within 5 working days.