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How to Update Your Estate Plan or Request a Review Meeting

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Most issues and updates regarding your estate plan can be resolved or completed without an in-person meeting.  In many cases, I can review your need, respond to it—and if needed—send revised documents to you quickly.  My goal is to make the process simple, efficient, and responsive, so you can get the clarity and resolution you need without waiting weeks for a scheduled meeting.

To proceed, simply click the Request Support button (or email me directly).  You'll be taken to a short form where you can tell me what prompted you to reach out.  I will personally look over your request and reply with guidance regarding the next steps.  

Common situations that usually do not require a scheduled meeting:
  • To review how to proceed after the death of a spouse
  • To change beneficiaries in your will or trust
  • To add or remove a personal representative, trustee, or agent
  • To update your contact information
  • To add a new property to your trust
  • To remove a property from your trust
  • To add a specific gift to your will or trust
  • To update financial information
  • To ask a question about your estate plan
  • To correct an error
If a meeting is needed, I will let you know and help get it scheduled.  Otherwise, I will assist you by email, phone, or mail and simply bill you for my time on the matter.  My hourly rate for these matters is $450, billed in small increments so you only pay for the time actually needed.  Most updates take only a short amount of time, and you will save money by not having to schedule an unnecessary meeting.

I typically reserve four hours of "Open Office Hours" each work week:
  • Monday morning 9:00 AM to 12:00 PM
  • Tuesday morning 9:00 AM to 10:00 AM
These are the windows I reserve each week to review any pending support requests, complete light drafting, and clear my inbox.  I am usually available for brief walk-in office visits during these hours.  However, if you intend to drop by for a walk-in visit, I suggest you send me an email or text message to confirm my availability that day.