Estate Planning Design Meeting

Service Description

Book this appointment after you've had an introductory call with Kaitlin or upon her instruction. Please note, you will receive a link to complete and submit an online questionnaire at least 1 day before your appointment, 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. If you are married, both spouses must attend. During the first part of the meeting, Kaitlin will provide feedback and legal strategy on the intake information provided and answer any other questions you have. Once you have signed a formal engagement agreement, we will move on to the specific design questions for your plan. To get an idea of what kinds of topics we will discuss you can look at the second question on our FAQ page. 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. Please note there is a $200 Deposit Fee for this meeting, as Kaitlin will be setting aside time for you in her schedule and preparing for your meeting. However, the Deposit Fee will be applied toward the cost of your plan package to be determined at the Design Meeting. You will receive a link to pay within 48 hours of booking. You may cancel your Design Meeting up to 24 hours before your scheduled time and request to receive a refund of the Deposit Fee. If cancellation is made less than 24 hours before your scheduled meeting time, you will receive a credit to reschedule at a later date. Credit must be used within 90 days.

Contact Details