Everyone needs an estate plan. That would include a Will, possibly a trust, a financial power of attorney, and a healthcare power of attorney. If you're like most people, you're not comfortable trusting LegalZoom, or some other self-help program, for these important documents, but you also don’t want to spend a fortune to get the documents done by an attorney who makes the process overly time-consuming and complicated. Each and every month, we provide a middle ground that fits what most of the adult population actually needs. But this July, we're going to offer a unique opportunity that will make the process even easier, and make our services even more accessible.
How It Works
You and Matt Gibson work out an evening date, and then you get anywhere from 3-8 of your friends together (a couple counts as one friend). Over the course of an hour, we will enjoy some wine and have a group discussion about estate planning. Everyone will be given a questionnaire to complete, as we discuss, and you decide on, things like guardians, whether to do a trust, who to name as trustee, etc. It'll feel a bit like Scattergories, only we can help you with your answers, there are no letter limitations, and your answers are obviously much more important.
At the end of the meeting, we collect completed questionnaires that will provide us with all the information we need to do your estate plan. Within 7-10 days of that group meeting, you will receive a complete set of estate planning documents, instructions on how to execute them, and instructions on how to coordinate your beneficiary designations. If you have questions about the documents or how to sign them, you are welcome to call or email Matt. And if you would like to meet with him to sign the documents, you can do so for an extra fee.
WHAT IT COSTS
Speaking of the fee, the base fee to do the documents is $400 if you’re not doing a trust, or $600 if you are doing a trust, and you can pay the fee with check or credit card at the meeting. That's not too far off what you would pay to do your estate plan yourself through LegalZoom. Plus, Matt will donate $50 of your fee to the 2017 Pelotonia rider of your choice.
If you are interested or would like to learn more, you can reach Matt at 614-792-7900, or at firstname.lastname@example.org.