Existing Estate Plan Review
Even if your estate plan is already complete, it’s important to make sure it still fits your goals — we’ll help you review, understand it, and update it.
Schedule a 45-minute meeting to review your existing estate plan. We’ll take a close look at your current documents and:
Discuss your estate plan goals;
Explain what your existing plan provides;
Identify any potential issues or concerns; and
Recommend next steps to best achieve your goals.
Creditable Service!
If you decide after our meeting to use our services to update or draft a new estate plan, the $200 fee will be credited to that plan.
Estate Plan Review
Steps: Existing Estate Plan Review
Step 1:
Review the Engagement Letter
The button above will bring you to our engagement letter. Please review the letter and save a copy for your records.
Step 2:
Make your payment
If you agree to the terms in the Engagement Letter, go to the bottom of the Engagement letter and click the first link to make the $200 creditable payment.
Step 3:
Schedule a Meeting
Once you have made your payment, click the second link in the Engagement Letter to schedule a meeting with an attorney.
Step 4:
Email your Existing Estate Plan
After you have scheduled your meeting, email your existing estate plan to our attorneys for review: info@coopwt.com
Credited Cost
For a flat fee of $200.00, we will meet for up to 45-minutes to review your existing estate plan. If you choose to move forward with an amendment or a new estate plan, the $200.00 review fee will be credited toward the cost of those services.