The first step in the estate planning process is for you to come in for your initial consultation. At that time, you will meet with one of attorneys at the firm. We will work with you and, of course, draft all of the documentation to implement your estate plan. We do also have specially trained paralegals in our law firm, who do specific jobs such as asset collection and funding and things of that nature, as well as the notarization of the appropriate documents. You will meet them as your estate plan takes shape.
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