ESTATE PLANNING

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There is no better time than the present to think about your Estate. The Dean Law Firm is available to help you and your family secure your future by ensuring you have Estate Planning documents you need in place, such as Wills, Trusts, Powers of Attorney, and Advanced Medical Directives.  In light of ongoing public safety concerns, we offer both in-person and virtual estate planning options for your safety and convenience. 

Here’s how it works:

Step 1: Initial Phone Consultation

Please contact me at your convenience to set up a time for an initial phone consultation to discuss your Estate Plan. Based on this conversation, I will assess your needs and make a recommendation for developing an Estate Plan that is right for you, based on a variety of factors such as family situation, size and complexity of your Estate, and personal preferences. I will also provide a fee quote and payment options for the Estate planning services.  This initial consultation is free of charge. If you agree to proceed, I will send you an engagement letter that outlines the terms of our agreement. In addition, I will send a form for you to complete to gather basic information about your Estate (beneficiaries, assets, custodians, executors, etc.) to use in the planning process. 

Step 2: Planning Session

Next, we will schedule a time to meet in person, via video conference, or over the phone to plan your Estate. During this session I will gather the information needed to prepare your Estate Planning documents. We will walk through the decisions that you need to make and develop a plan for the distribution of your assets and provision of care for your family members. I will provide personalized advice and make recommendations on how to best achieve your Estate Planning goals, and answer all of your questions. 

Step 3: Preparing Your Documents

I will prepare drafts of all of your Estate Planning documents and then send them to you for review. During the review process, I will answer any questions you have about the drafts, and make any edits or changes you request. Documents can be shared through your secure online client portal.  Once all of the edits have been made and the documents have been finalized, they will be ready to be Executed (signed). 

Step 4: Executing Your Documents

For your documents to have the full effect of the law, they will need to be signed, witnessed and notarized. I can make arrangements to have the documents signed at my office or at another convenient location.  We will need two witnesses, and I will arrange for a notary to be present. 

Here are a couple of things to keep in mind:

All of our communications will be protected by the lawyer-client privilege. Any information you provide to me or my staff throughout this process will remain confidential.

Our goal is to ensure that your estate plan meets your unique needs,  protects you and your family and preserves your assets for future generations.  We want to avoid confusion and a messy, costly administration process for your loved ones.

We provide the type of personalized and professional services that you cannot get from an on-line "make your own will" company.  

To Begin the Process:

Please Contact Paul J. Dean, Esq. at:

Phone: (703) 340-3876

Email: Paul@pjd-law.com

Website:  www.pjd-law.com