EP Review Meeting (Former Clients)

Service Description

This appointment type is for those who have existing legal estate planning documents (trust, will, power of attorney, etc) prepared by Sunset Legal and you want to review things or make specific changes in light of your changing family/asset situation and current law. If you have never hired Sunset Legal LLP to prepare legal documents before, please go back to the booking services page and choose the EP Design Meeting for New Clients. Please note that there is NO advance fee for those of you who are former clients of Sunset Legal LLP. During this meeting, you will have the opportunity to retain us to do further work on your estate plan for a fee and will be asked to sign a new engagement agreement at that time. You will be asked to submit an online intake profile with updated estate information-- so please book at least a few days out to allow time to gather all the financial information requested. This will allow for a more productive meeting. This meeting will be conducted via Zoom Video. You should receive call instructions and login information immediately after booking; if you do not receive a confirmation please email Kaitlin at kaitlin@sunset.legal.

Contact Details