Are you offering appointments?
Yes. We are still offering appointments, we have moved all appointments online to continue to serve you from the comfort and safety of your home. We are able to meet with you through zoom (online meeting room) or through a phone call. Zoom allows us to meet face to face and we can show you pictures to better explain concepts as we walk through your consultation together. We send a link to your email and all you need is a computer or smartphone and internet.
What is your process?
Call 210-308-0800 to schedule a free online 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 3 zoom meetings. While that is our average turn around 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. We will schedule a second zoom meeting 2 weeks after your initial consultation to review the documents your attorney has created for you, where you can make sure all documents are prepared as you requested/need.
We will then schedule your third zoom meeting, the signing. At this time please coordinate 2 witnesses to come to your home at the time of the signing.
We will mail, via USPS, your estate planning binder. It will be tabbed for ease so each party clearly knows where to sign. During the third meeting, your attorney will walk you through the process detailing each document. Please do not sign until your attorney directs signing (as notaries have to witness the signing).
After signing you will return the binder back to us ( you can place the enclosed return mail label on your binder or we have a drop box on the porch at the office (16016 North Evans Road).
Once we receive the binder back, your attorney will sign his portions, and we will prepare the binder with all final touches. We then mail the binder back to you with your completed estate plan.
Is Zoom secure and safe?
As of April 27, 2020 Zoom released 5.0 update to optimize security. Our office uses pro accounts and you can see a detailed list on the link below on the settings and updates that zoom has implemented to keep your information secure.
If you are still not interested in zoom we can use other virtual meeting rooms or FaceTime.
I am not computer savvy?
That is ok. You aren’t alone. Our other clients that told us they struggled with computers have said this was an easy process and they did well with it. It really is as simple as us sending you an email with a link and you follow a few prompts. Your attorney can talk you through the process if you have any questions.
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?
There are a few options to get things notarized. If you would like us to notarize your documents, we can schedule that via a zoom appointment, FaceTime, or other video medium.
Are we able to go to the courthouse?
The courthouse is holding virtual online hearings by appointment only. 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.