Estate matters are highly personal.
Amy takes the time to get to know you.
You can expect your initial meeting to last at least an hour, and ultimately you may be working closely together for a long time.
At your first meeting, you will talk about your life and family priorities, financial realities, past estate planning and other related matters. Tax management and other strategies will be covered.
At some point, you will need to share the primary and contingent beneficiary designations of life insurance policies and retirement accounts, the title of your accounts, and deeds of any real estate in which you are an owner or part owner.
Amy's work with you is highly tailored. She discusses your needs, her services and projected fees before your work together begins.
Depending on the nature of your engagement, an invoice will be provided upon partial or full delivery of services.
An electronic invoice may be emailed for payment by credit card, bank card or PayPal.