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Seattle Estate Planning Lawyers Mary Anne Vance, P.S.
Getting Started - Seattle Estate Planning Lawyers Mary Anne Vance, P.S.

Step 1: Make an Appointment

Call (206) 682-2333 to make an appointment to meet with Mary Anne. When you contact us, either of our assistants, Cindy or Geoff, will ask you a few questions before scheduling a follow-up telephone consultation and in-person meeting. After your appointment is set, Mary Anne will telephone you to briefly discuss the issues that are important to you, including providing you an estimate of the attorney fees for your work. There is no charge for this initial telephone conversation with Mary Anne.

Step 2: Complete our Estate Planning Questionnaire

Before coming in for your appointment, complete one of our Estate Planning Questionnaires (EPQ) found on the Questionnaires page. You can fill out the EPQ directly on your computer or print it and complete it by hand. If you want us to mail you a paper copy, just ask. E-mail the completed EPQ to us before your appointment, or bring the EPQ to your appointment.

Step 3: Meet with Mary Anne

At your appointment, Mary Anne will review your completed EPQ with you and answer any questions you may have, such as "What type of person would make the best Executor?" or "Will the government take taxes from my estate at my death?" You may park for free in our building. If you want to take the bus, we will reward you with a small gift.

Step 4: Establish the Attorney-Client Relationship

Once we have decided to work together, we will ask you to sign an Employment and Fee Agreement (Agreement) and pay an advance fee deposit (AFD) of approximately 50 percent of the estimated costs for your work. You may pay your AFD at your first meeting with Mary Anne or when you return the Agreement. When we receive the Agreement and AFD we will draft your documents. We accept cash, check, Visa and MasterCard.

Step 5: Writing the Documents

Mary Anne Vance or Kenneth Taylor will write your documents. Ken and Mary Anne are experienced attorneys and have worked together for over 20 years. You will usually receive drafts of your documents within a few weeks after we receive your signed Agreement and all the information you want us to include. We send draft documents by e-mail or postal mail.

Step 6: Reading Your Draft Documents

We send you a detailed letter along with your draft documents which will explain the documents and suggests various options you might want to consider. Please set aside at least 30 minutes to review our letter and your draft documents within the first week of receiving them. E-mail or call us with any questions or changes. We will send revised drafts to you reflecting your changes.

Step 7: Your Will Signing

When you are ready to sign your documents, contact us to schedule an appointment to return to our office for signing. Our staff will witness and notarize your documents. After signing, you will take your original signed documents with you. We do not store original client signed documents. Store the documents in a fireproof place such as a safe in your home or a bank safe deposit box. We will mail you a soft portfolio with copies of your signed documents, including additional copies of your Powers of Attorney for you to give to the person you named as your attorneys-in-fact.

Step 8: Thank Yourself

We hope this process gives you peace of mind knowing that you have thoughtfully provided for your family and friends in the years to come. Thank yourself for being a caring person.

Getting Started - Seattle Estate Planning Lawyers Mary Anne Vance, P.S.

Seattle, WA Estate & Trust Lawyers
The Law Office of Mary Anne Vance
Phone: (206) 682-2333
Fax: (206) 682-2382
901 Fifth Avenue, Suite 1640
Seattle, WA 98164

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