The 5-Step Estate Planning Process at DAL Law Firm

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The 5-Step Estate Planning Process at DAL Law Firm

At DAL Law Firm, we prioritize comprehensive estate planning to safeguard your assets and provide for your loved ones. To streamline this process, we’ve designed a five-step approach to guide you through the creation of your estate plan and to help make the estate planning process as easy as possible:

Step 1: Consultation

Begin by contacting our office at (206) 408-8158 to schedule a 30-minute phone, Zoom, or in person consultation with attorney Darcel Lobo. During this session, you’ll have the opportunity to discuss your estate planning objectives, address any inquiries or concerns you may have, and receive a flat price quote for our assistance tailored to your needs.

Step 2: Document Preparation

Once our office has been hired, we’ll begin preparing your estate planning documents. You can generally expect to receive your draft documents to review within three weeks.

Step 3: Client Review

Upon completion, we’ll provide you with your draft documents for review. You can choose to examine them electronically or receive a physical copy by mail. Once you’ve reviewed and approved the documents, we’ll schedule a signing appointment at our office.

Step 4: Client Signing

At the signing appointment, typically lasting 10-15 minutes, you’ll sign your estate plan at our office, conveniently located in Normandy Park. We provide the witnesses and notary necessary for the signing. Following this, we’ll present you with an estate planning binder containing all necessary documents and instructions for your loved ones. Additionally, you’ll have the option to complete forms in the binder with useful information for your family.

Step 5: Document Delivery

Within one week of the signing appointment, your binder will be ready for pickup at our office or can be conveniently mailed to you. The original documents will be provided in the binder, while we retain copies for our records. Ensure the binder is stored securely in a location accessible to your Trustee, Personal Representative, or Power of Attorney.

Darcel’s goal is to facilitate a smooth and stress-free estate planning process for you and your family. If you’re ready to embark on this journey or have any questions, please don’t hesitate to contact DAL Law Firm at (206) 408-8158. You can also explore more about our estate planning services on our YouTube channel here:

• Introduction
• DAL Law Firm’s Comprehensive Estate Planning Process

• Step 1: Consultation
• During the initial consultation, you will meet with attorney Darcel Lobo either through a 30-minute phone or Zoom call.
• You will discuss your estate planning needs, questions, and concerns
• Receive a flat price quote for assistance with your estate planning.

• Step 2: Document Drafting
• Upon retaining services, drafting of estate planning documents begins.
• Expect draft documents within three weeks, depending on caseload.

• Step 3: Client Review
• Review draft documents electronically or by mail, as preferred.
• Upon approval, schedule a signing appointment at the office.

• Step 4: Client Signing
• Sign and notarize documents at the office, usually a brief 10-15 minute appointment.
• Receive an estate planning binder with documents and instructions for loved ones.
• Optionally complete forms in the binder with helpful information.

• Step 5: Document Delivery
• Binder ready for pickup or mailing one week after signing.
• Original documents provided; copies retained by the firm.
• Store binder in a secure, accessible place for Trustees, Personal Representatives, or Power of Attorney.

• Conclusion

• Estate planning process designed to be smooth and stress-free.
• Contact DAL Law Firm at (206) 408-8158 to begin planning your estate.
• Learn more about our estate planning services by visiting our website https://www.dallawfirm.com.

If you have questions or need assistance with estate planning, don’t hesitate to reach out to our firm at (206) 408-8158.

Contact us:

19803 1st Avenue S.

Suite 200

Normandy Park, WA 98148

T (206) 408-8158

F (206) 374-2810

https://www.facebook.com/DAL-Law-Firm-203308630032502/

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