ESTATE PLANNING PROCESS

1.

Click on ESTATE PLANNING DOCUMENTS in Menu above to review the description of estate planning documents and decide which plan makes sense in light of your needs. 

2.

Click on PURCHASE ONLINE in Menu above to purchase a plan and schedule a telephone conference with one of our experienced and caring attorneys, if included. 

3.

Complete the estate planning questionnaire and sign the retainer letter located in Menu above (under ESTATE PLANNING QUESTIONNAIRES) or emailed to you prior to your conference.  

4.

Following your conference, you will receive your draft documents through our secure portal.  Once finalized, you will receive a package with your documents for execution, along with detailed signing instructions, without ever having to step foot in an attorney's office.

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Lara Sass & Associates, PLLC

The information contained on this website is provided for informational purposes only and should not be construed as legal advice on any subject matter.  If you wish to discuss the topics addressed on this website, or other estate planning issues, please contact us.

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