Our Estate Planning Process

Initial Consultation:

Option A:

Meet in person or virtually with a team member to further discuss our process.

Option B:

Meet in person or virtually with Ana M. Veliz, Esq. for an analysis of your current plan (if you have one) and a consultation about strategic solutions based on your family and financial circumstance for your Planning. Consultation Fee Applies.

Once you decide to move forward, an Engagement Letter is signed establishing the attorney-client relationship and detailing the work to be done and the investment to be made.

For Trust Based Plans:

Design Meeting: Meet in person or virtually with Ana M. Veliz, Esq. to discuss the details of your plan, and the customization of your documents.

Review Meeting: Meet in person or virtually with Ana M. Veliz, Esq. for an in depth review of your planning documents. All requested revisions are completed after this meeting.

Final Review, Signing and Discussion of Trust Funding: Meet in person to do a final review of your planning documents and perform the signing of all documents, and discuss the transfer of assets to your trust.

For Will Based Plans:

Design Meeting: Meet in person or virtually with Ana M. Veliz, Esquire to discuss your estate planning documents.

Review and Signing: Meet in person to review your documents, make any requested revisions and sign your estate planning documents.

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