Getting Started If You Don't Have an Estate Plan NowGetting Started If You Have An Estate Plan That Needs UpdatingMake an Appointment FAQ'sDownload The Family's Guide to Wills & Estate PlanningWe are thrilled to have you as a new client!
At Finch Montgomery Wright LLP, we offer you high-end, personal, estate planning and do our best to make your experience pleasant, convenient, and efficient. Here's how:
Your experience will be pleasant because your wishes will be respected, your concerns will be listened to, we'll structure the whole experience so that you can think through the important issues and get well-informed answers to all of your questions, promptly and without making you feel insecure or misinformed.
Your experience will be convenient because we offer Flat Fee pricing, Saturday appointments (on a first-come, first-serve basis), in-house notarization of your documents, and will work with you to review draft documents by phone, by email, or in person, whatever works best for you.
Your experience will be efficient because we provide you with all of the tools you'll need to educate yourself about the estate planning on this website, we provide you with a questionnaire to gather all of the essential information that we'll need during our first meeting (and after), and we have streamlined and organized the drafting, review, and execution stage of the process to make it simple for you. When you are done, you'll leave with two signed originals of each document and then we'll also send you a CD with pdf's of all of your executed documents for digital storage.
To get started, click on the Getting Started tab at the top of the page to download an introductory packet and questionnaire, click on the Make an Appointment tab to do just that, and click on the FAQ to learn more about how we will work with you to make estate planning easy.