My approach.
My goal is to make this process expedient, easy and stress-free, here are the 5 steps to your Will!
Email me: It all starts with an email, click the work with me button and send me a quick message with your name and which legal document(s) you need and we’ll get started from there, my email is info@riversidewills.ca. We will set a date for the 1st in person meeting and I will send you the questionnaires to complete in advance of our meeting.
1st In-Person Meeting: We will meet in person at my casual home office. We will go over my Engagement letter and your completed questionnaires and any arising questions. At this step, I bill for 50% 0f the total price for your Will/Enduring Power of Attorney/Personal Directive/All three combo.
Emailing Drafts and Arising Questions, Comments Concerns: I will make your first draft from your completed questionnaire and email it to you. We correspond over email to answer your questions and get further details and continue to work on the drafts.
Final Draft Document for your Approval: I provide you with a final
draft of your document(s) for your approval and then we have a phone call to
review it and answer any remaining questions .
2nd In-Person Meeting: We must meet in person with the final copy
of your document(s) and sign them together and with the required
witnesses. At this meeting, when you receive your final documents, I will collect
the balance (remaining 50%) of your final statement of account.
“My casual home office space”
