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Are you offering appointments?

Yes. We are back to offering in-person appointments! If you prefer, we are continuing to offer Zoom appointments for initial consultations. When you are scheduling your first appointment, just let us know which setting you prefer.

We are continuing to follow CDC guidelines on masking in-person when community transmission is in the red zone. We also have worked hard to improve air quality with AC MERV 13 filters and additional purifiers and humidifiers in all conference rooms.

What is your process?

Call 210-308-0800 to schedule an online or in-person consultation. We will send you a questionnaire that is fillable online and will help your attorney walk you through customized solutions for your family.

The initial meeting runs 60-90 minutes. At the end of that consultation, you will be presented with options that meet your needs and you can decide how you would like to move forward at that time.

If you are an estate planning client, Estate plans are typically complete in 4-5 weeks after 2 meetings. While that is our average turnaround time we can do emergency drafting as soon as same day.

The details are as follows:

When you decide to move forward you have access to sign an engagement agreement online and pay via an email link (or you can mail your check).

The second meeting is the review and signing appointment conducted in person. Approximately 2 weeks after your initial consultation you will review the documents your attorney has created for you. At this time, you can make sure all documents are prepared as you requested. Then you will proceed to sign your documents with your attorney and 2 witnesses present.

We will then place your plan through an internal review process to ensure all is well. We will call you in 2 weeks to let you know your estate planning binder is ready to pick up.

Should I do my initial consulation via zoom or in person?

That is 100% up to you. We love in-person and getting a chance to meet you face to face. Zoom is an option that provides flexibility for those working or preferring to meet from the comfort of their home. Either way, we are here to serve you with the same excellent quality.

Please note, only the initial consultation is virtual. All remaining appointments are now back to in-person. This change is a result of the end of the emergency laws that enabled us to sign documents virtually.

I don’t have a camera on my computer?

That is ok. We won’t be able to see you, but you will be able to see us. You will still be able to see our pictures that we use to outline our talking points.

I don’t have a microphone on my computer?

That is ok. We can connect via zoom so you can see our pictures and see us, and we can talk through your phone.

How do we sign an engagement agreement?

You will be able to e-sign. We will send you an email with a link it will allow you to sign from your computer or phone. It is as simple as following a few prompts. You will receive confirmation that it went through and a copy of your signed agreement.

How do we pay?

We will send you a link to pay online or you can mail us a check.

How do we notarize our documents?

We notarize all documents in office.

Are we able to go to the courthouse?

At this time, each county courthouse has different preferences. Some are fully back in-person and some hold virtual online hearings. We are also able to record deeds via e-recording. You can speak with an attorney about your specific needs to determine the best course of action.

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