Our Wills & Estate Planning Process
01
Submit our "Know Your Client" online form, or reach out by phone or email
After you submit a request, hang tight. We'll do a conflict check and send an email and short intake form to be completed before your first appointment.
02
First meeting: In-person or online
This is the first of two meetings with our lawyer. At this meeting, we sit down to discuss your questions and take instructions from you. Kendall will guide the meeting, asking a series of questions, providing info along the way. This meeting helps flesh out your estate plans.
This meeting is held in-person or remotely via two-way videoconference.
Please allocate 1-hour for this appointment.
03
Draft: Documents prepared once full instructions are received
We begin drafting once all instructions and completed intake materials are received. This ensures accuracy and efficiency.
04
You review
You’ll receive your drafts by email or mail to review and confirm details before signing with us.
05
Second meeting: In-person or online
We meet again to sign your documents. If you’re facing a deadline, please schedule early before that date.
This meeting is held in-person or remotely via two-way videoconference. Wet-ink signatures are required; e-signatures are not permitted.
Please allocate 20-30 minutes for in-person appointments, or 30-45 minutes for remote appointments.
06
Originals released to you for safekeeping
You’ll take your signed documents home.
Cairns Law does not retain originals.

