Our streamlined 5-step process requires fewer in-person appointments, which means fewer trips to the office for you, less time consumed out of your day, and an easier, faster result!
1. Strategic Planning Session: Book your strategic planning session. Prepare for it by gathering any existing documents and filling out your intake form, as well as bringing any questions you may have.
2. Recommendations Letter: After your Strategic Planning Session, Attorney Michael Monteforte will send a recommendation letter to you. This letter makes sure your goals are being met and may provide different options to choose from.
3. Choose an Option: After reviewing your recommendation letter, you will choose an option that best fits your situation then you will be sent hiring documents. Once everything is signed and paid, we will get started on your draft documents.
4. Draft Documents: Once your draft documents are completed, they will be sent to you via mail or Clio Connect for your review. You can request changes as you see necessary. A video or phone call appointment can be scheduled to go over any changes if you would like.
5. Signing Appointment: Lastly, a signing appointment will be scheduled once there are no more changes to be made. This appointment can be in-office or via video call. If you chose a video call, final documents will be mailed to you before the signing date. At the time of the appointment, a one-year call appointment will be requested to be scheduled. This is a crucial step in our process because we want to make sure your documents are up to date with your current situation.