Our Meeting: what to expect

Parking: It starts with free parking next to office building, elevator in building's rear. Come up to the second floor, suite 13. 
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In our office, we'll:

• Friendly greet you and ask if you'd like coffee or water.
• Ask you to complete a simple one page form.
• After you complete the form, you'll return it to us with the $150 consultation charge. It is by check or cash, we don't accept credit cards.
• By the way, you may apply this amount as a credit towards our legal fee for estate planning. 

What you'll get:
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• Joel Bernstein, an attorney, will ask you to accompany him to the conference room.
• You and he will have a detailed discussion about your estate planning, in a confidential manner.
• Clients tell us that their understanding of estate planning dramatically increases during the meeting.
• Toward the second half of the 1 hour session, you can get started if you choose. Just say 'let's get started.'
• He will then ask you some additional questions and also prepare a written fee agreement for him and you to sign. It will outline what the office will do and when it will be ready for your review and signing.
• You will come back to the office in about 3-4 weeks to sign your documents. At that second meeting, he will explain fully your estate planning again and answer questions.
• We will supply the witnesses and notary public that is required.  There is no separate charge for the signing meeting.
• At the end of the signing meeting, you will leave with the original documents in a water-resistant blue envelope, clearly labeled "Original Estate Planning Documents."
• After you leave the office, we contact you twice a year with free and easy to read updates. We aim to keep you aware of changes in the law or to possible events in your life that may deserve a second estate planning look. So your estate planning can remain relevant to you and your family.