When you arrive at the office
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In our waiting room:

• We'll greet you and ask if you'd coffee or water
  
• ​We'll ask you to complete a simple one page form
• After filling out the form, you'll give it back to us with payment of the $150 consultation charge. It is by check or cash, we don't accept credit cards
• The initial fee may be used by you as a credit against any estate planning we do for you, within a 2 week time-frame after the meeting.

What you'll get:
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• You will meet with Attorney Joel Bernstein and have a detailed discussion with him about your estate planning.
• Generally, your understanding will be dramatically increased of your estate planning situation. Clients tell us that the initial meeting doubled or tripled their understanding.
  
• You will have the opportunity to say 'yes Joel, let's get started.' He'll then ask you vital questions that need your input. And he'll prepare a written fee agreement for him and you to sign.
• 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, 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 waterproof blue envelope, clearly labeled "Original Estate Planning Documents."