What to Expect at Your First Meeting
Upon arriving you will always be greeted by one of our friendly staff and
offered a cup of coffee, tea or water. We don’t want you thirsty!
Eric and his team have prepared a simple yet comprehensive estate planning
presentation to explain the process.
Simple Fixed Fees
At the conclusion of your free meeting, Eric will present you with a simple
one time fee proposal for your estate plan. No hidden fees or surprises here!
The Process From Start to Finish
Upon entering the office, you’ll be greeted by a staff member and
offered a beverage. From there, you will be escorted to the conference room.
After introductions are made, Eric will walk you through a simple yet comprehensive
multi-media presentation that explains what estate planning is, what it
accomplishes and how is saves you and your family time and money.
At the conclusion, Eric will answer all your questions and address any
specific items unique to you and your family. We are all unique right?
It is during this time that your custom tailored estate plan will start
to come together.
Once Eric has an understanding of your situation and family dynamic, he
will explain the Gullotta Law Group fixed fee process and propose a flat
fee for your estate plan. This amount is the only amount you’ll
pay – one and done! If this fee is acceptable to you, you will move
on with your planning.
After discussing estate planning, hearing the proposed fee and having your
questions answered, you will have the option of accepting the plan and
starting your journey right then! If this is the case, the requested fee
is due at this time. Our office accepts all major credit cards as well
Upon gathering your specific information, collection of the fee and signing
of an engagement letter, Eric and his team get to work and have drafts
of your plan prepared in just two weeks! From there you can make changes
or ask more questions just to be certain your plan is perfect for you!
With our fixed fee model, there is no penalty for asking questions –
in fact, we encourage it!
After reviewing your documents with Eric, having all issues resolved, all
changes made and all questions answered, we will set a “signing”
meeting where you come back to the office and sign all your documents
right here. After signing, all documents are scanned into our secure computer
network and you keep the originals. Done! We can even provide digital
copies for your files or family members.