Scope of Work

Initial Consultation

We have provided the recommendation below based on our initial consultation. Make sure to select the features you want and confirm that you wish to move forward.

Ultimate Design Meeting

Once you are ready to move forward a qualified member of JPink Law will walk you through all the options and design a complete estate plan and entity for you and your situation. You will receive an invitation to schedule your Ultimate Design meeting using our online scheduler system - use that to find a convenient time. These are usually done via phone call and can be done after hours if your work schedule requires that. In-office appointments are available upon request as well.

Provide Details

The next step is for you to complete our secure online intake form. It will be sent to you shortly after you confirm your scope of work. In preparation for your Ultimate Design meeting, we will also send you an EP Design Pre-Work form. This form is designed to give you a head start in thinking through your estate plan design. Some of the key decisions you will need to make are “WHO” will play different roles in your plan. Our team will go over this with you, but feel free to start with some ideas. These two forms should take no more than 5-10 minutes of your time and we do not need account numbers, statements or balances at this point.

Ultimate Signing

Approximately, 1-2-weeks after your design meeting, your documents will be ready. An experienced team member will point out the highlights of your new documents and you'll have a chance to make any changes. If you haven't set a signing meeting during the Trust Design, we will send you an invitation to schedule your signing. This usually is done in person because most documents need to be notarized, but you can also choose to arrange your own signing or have a mobile notary come to you.

Delivery and Payment

We will deliver your documents in a nice box for safe keeping. You will have a PDF version, originals and a paper copy - keep the originals safe, and you can use the copies to finalize any next steps you have in your plan. In the event that we have filed some documents in your behalf, we will mail them to you once we receive the documents. We will send you the final invoice after the signing meeting. You can pay online or mail in a check .

If you have any other questions, please feel free to reply to the email that we sent you with this link. For more details, please refer to the FAQs below.