Questions
Questions before you ring
If yours isn't here, call and ask. Someone will answer.
Do we have to come to the office?
No. We can meet at your home, at a care facility or by video. The signing meeting needs witnesses and a notary, so we bring them to you if that's easier.
Can my brother or sister come to the first meeting?
Yes, and often it helps. If the plan is your parent's, we'll also spend a few minutes alone with them, so we know the wishes are theirs.
What do we bring?
Whatever you have: recent statements, the deed, insurance papers, any letters from the state or a facility. If you have none of it, come anyway and we'll make a list.
How much will it cost?
Documents are a flat fee, quoted in writing at the first meeting; the How it works page shows what each includes. Medicaid applications, guardianships and estates are quoted in writing before we begin.
My mother has dementia. Is it too late?
Not always. If she understands what she is signing on the day, a power of attorney can still be signed. If she doesn't, we explain what the court process looks like.
Do you handle taxes?
We plan with an eye on taxes and work alongside your accountant. We don't prepare returns.
What if I live out of state?
Many of our clients are adult children in another state. We work by phone, video and secure mail, and can arrange signing near you or with a local notary.
What happens to the originals?
Signed originals go home with you or into a fireproof file at the office, as you choose. We give you a list of what is where.
Do you take every kind of case?
No. We don't do divorce, injury or criminal cases. If your question belongs to another kind of lawyer, we'll say so and, where we can, suggest who to call.
Not ready to book?
Call and ask. If a short conversation answers it, we'll say so.