What to Expect at Reznik Law
At Reznik Law, our process is easy, straightforward, and understandable. Our services are customized to suit your individual needs and wishes. We listen, we advise, and we are available to you to answer all your questions throughout the entire planning process. Click here to see our general fee structure.
Step 1: Your Initial Consultation
The process starts with an initial estate planning consultation. This is a 60- 75 minute meeting with attorney Orly Reznik or attorney Betsy Martin. You will discuss your estate planning needs, your planning goals and decide which plan and which documents are right for you and your family. There is little preparation required. You will be asked to complete an intake questionnaire and a personal financial statement. Both will be sent to you once your appointment is scheduled.
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There is a $250.00 consultation fee. This fee is due at the conclusion of your appointment and will be credited back to you and deducted from your complete estate plan package price if you become a client of the firm within roughly 2 months of your initial meeting. Click here to learn more about our fees and packages.
Step 2: Drafting and Reviewing Documents
Reznik Law, PLLC will create a complete, personalized estate plan that meets your needs and reflects all your wishes. We will post the drafts on your password protected client portal. All your documents will be numbered and document number 1 will be a summary letter. The summary letter will explain (in plain English), the contents of your document drafts. It will also contain a link that you can use to schedule a follow up call to walk through your document drafts with an attorney. At Reznik Law, PLLC, we are available to our clients for every step of the estate planning process.
Step 3: Signing Your Documents
When you're happy with the drafts, come to the office to sign your documents. We have witnesses and a notary to ensure your documents are legally enforceable. You will receive your signed original documents, as well as a USB flash drive containing scans of your signed originals, and all the information and estate organizers that were provided to you during the planning process.