+ Q: HOW LONG DOES IT TAKE TO WRITE A WILL WITH YOU?

A: The process can run from start to finish in four weeks. We will meet in-person twice near the beginning of the process then correspond by email and phone for drafting and revisions. A final in-person meeting at the end is for signing documents and wrap-up. Once we begin representation, you will receive a timeline with target meeting dates to keep the process on track.

+ Q: DO YOU WORK WITH NON-TRADITIONAL FAMILIES?

A: Yes. However you choose to define your family, my practice is open to you.

+ Q: I’M CONSIDERING HAVING ANOTHER CHILD. SHOULD I WAIT BEFORE MAKING A WILL?

A: If you are going to need a will after your next child is born, then you should have a plan in place now. A will can always be updated to include the names of children as your family grows at no charge.

+ Q: WHERE DO YOU MEET WITH CLIENTS?

A: The priority for client meetings is to find a location suitable for discussing confidential client information. We can use my office in downtown Seattle. For clients on the East Side, I have a conference room for private consultations in Bellevue. If the best option is to meet at your home on an evening or weekend, let’s meet there.

+ Q: WILL YOU COORDINATE WITH MY INVESTMENT ADVISOR OR FINANCIAL PLANNER?

A: Contact with your other advisors requires your express advance consent. Once that consent is in place, collaboration between advisors can make for a better overall plan.

+ Q: DO YOU WORK WITH CLIENTS WHO HAVE INHERITED WEALTH?

A: Yes. I work with a wide range of clients. Some of my clients are minimally concerned with wealth and are more focused on guardianship provisions for their children. Other clients stand to inherit or anticipate accumulating wealth as they move towards their peak earning years. We will look at your situation to tailor a plan for your particular set of needs.

+ Q: WHAT HAPPENS WHEN PEOPLE DIE WITHOUT A WILL?

A: Washington law provides default rules for how to deal with assets and debts left behind when a person dies without a will. Also the courts use a traditional definition of family to assign guardianship for your children. The court's definition of family may (or may not) match your sense family and who is closest to you.


Disclaimer: This website is not intended to provide legal advice. I encourage you to consult with me or another attorney to reach legal conclusions or to determine your will or estate planning needs.