1. You reach out to us for your estate planning packet. You can call us or text us our assistant Brielle at 985-265-7069, shoot us an email at brielle@ambersheppardlaw.com, or fill out a
form for us to contact you here. We will get some information from you to make sure there are no conflicts of interest on our end. If there isn't, then we send your estate planning packet to fill out.
2. You fill out the estate planning packet & send it back to us. You will look through it to see what best suits your needs. The forms explain what each item is in detail. The forms can be scary or overwhelming at first. We try to make them as easy to digest as possible. It’s just meant to get you to start thinking and having discussions with yourself or your family/partner if that’s a consideration. Before we schedule a time for us to go over your questions, it benefits everyone involved if you have those hard discussions with each other before we meet to execute the documents.
3. We invoice you for your package & we receive payment. We talk on the phone for up to 20 minutes virtually. If you have questions about what certain things mean then we will talk virtually via phone or Zoom at a scheduled time for up to 20 minutes. If it’s straight forward to you then you can just send it back filled out and let us know what you’d like. I’m a one-woman shop so I will need to schedule a time with you in advance. Anything longer than 20 minutes requires a paid consultation.
4. We schedule a date and time to execute your documents. For our documents you will need to coordinate with two uninterested witnesses to be on site for the day that we schedule. This means that witness is over 18 and is not a person in that document. For example, if your daughter is going to be your agent, then she cannot witness your Power of Attorney. If your spouse is in your will, then your spouse cannot be a witness for the will. Those people can be witnesses for other documents, but not that particular document. We can provide two witnesses with us for an additional fee.
5. We draft your documents for your review. We will send your draft for review via email or in the mail depending on your preference. You will review it for any edits or changes and let us know those changes.
6. We make any changes. We value your time and want to make sure before we visit you to execute the documents, everything is to your liking. If we need to talk on the phone or schedule a Zoom call with you to go over the documents, we will do that ahead of time.
7. We meet to execute your documents. We will meet you at our office or, for an additional fee, in the comfort of your home, business, hospital, or assisted living home to execute your documents. You keep the original documents.
8. You have peace of mind. 
