Weese Law Firm was founded on the idea that estate planning is vital for everyone, regardless of age, family status, or net worth. In fact, we believe it is so important that we don’t require you to take a day of vacation to meet with us. A quick 30-minute phone call will answer most of your questions and get you on the right track!
No excuses. It’s time to move this from your “someday” column to your “yesterday” column.
Our estate plans are billed on a flat-fee basis, at competitive rates, so there are never surprises. We offer payment plans with annual reviews and optional services to tailor your plan exactly to your needs and objectives. Do you want your trust to provide the highest degree of financial protection for your descendants or simply avoid probate? Are your children taken care of in the event of a short-term emergency? Do you have the time and determination to fully fund your trust? No matter your answers, the ideal estate plan is at your fingertips.
Getting Started: Step-By-Step
Our initial meeting is a quick, 30 minute phone call. At the consultation we will discuss your family, assets, and long-term plans; this information will help us to create an estate plan that addresses your specific needs, not one pulled from a template.
Once you decide we are a good fit, we will have a 2nd meeting to review the intake form information and design your plan. If you are creating a trust, you will also review your assets to ensure we can provide detailed funding instructions for you. This meeting is usually around an hour.
At the third meeting we will review your documents to finalize them and ensure all of your assets are accounted for and questions are answered. This meeting will also take about an hour. After this meeting you will receive a copy of your documents to review in detail, at your discretion.
The final meeting will be when you sign your documents. This is the only meeting that must take place in person.
Getting Started: Schedule an Appointment
Our hope is that you will find our process as easy and transparent as possible. The first step is to schedule your appointment (by phone: 913-400-3447, email: jamie@weeselawfirm.com, or our calendar).