The Fiss Law PLLC estate planning process is carefully designed to maximize convenience and efficiency while ensuring client privacy. Our interactions will take place primarily through secure online tools, including a secure intake form, and by phone or video conference.

The Process

While the specifics may vary depending on the needs of the client, the process is generally as follows:

Step 1: Schedule a 20-minute introductory phone call by clicking here or on one of the “Schedule A Call” buttons. I’ll call you at the scheduled time to introduce myself, answer any questions you have about working with me, and determine whether your needs can be addressed in an online setting.

Step 2: After our introductory call, I send you an Estate Planning Questionnaire, where you answer questions about yourself, your assets, and your estate planning goals and upload any supporting documents.

Step 3: Once I receive your completed Estate Planning Questionnaire, we schedule a phone or video conference (depending on your preference) to discuss your estate planning options. During or shortly after this meeting, I send you a proposed flat fee.

Step 4: If both parties agree to move forward, I send you an Engagement Agreement, which you can sign electronically.

Step 5: After you have signed the Engagement Agreement, I draft your documents. When the drafts are ready for your review, I send you a file containing your draft estate planning documents, my “plain English” explanations, and any other information relevant to helping you understand how your estate plan will work. 

Step 6: We hold our final Document Review Meeting to go over your documents by video conference.

Step 7: Once we have reviewed your documents together and any necessary changes are made, I send you an invoice through which you can make a secure online payment. I will send you your final documents once you pay your invoice.

Step 8: Using detailed instructions provided along with your final documents, you execute your estate planning documents at your convenience.