John R. Tatone & Associates PLC

For Estate Planning - upon scheduling an appointment, I potential customer will be sent a welcome package which includes a questionaire to streemline some of the information needed.  Upon meeting and discussing the client's goals, options will be provided to client with the prices.  Once a price and package for the estate plan is selected, the client provides any necessary additional information and pays 1/2 of the fee, with the balance being due upon the client returning for signing.  The normal turn around time is 2-3 weeks for the client to return and sign.  UPon signing, documents are scanned into the office computer and onto a thumb drive.  Documents are assembled while the client waits.  The client is provided with the binder of original estate planning documents and thumbdrive with scanned copies.

For Trust/Estate Administration or contested cases - Upon meeting with the client to assess issues and goals, the client is provided with a written retainer agreement.  The client will be required to pay the retainer fee before work will begin.  A list of documents or additional information needed is created for the client, if not already provided.  Approximately 1 week later client will return to sign any necessary documents.  E-mail, text or phone calls to communicate with client is provided at each step depending upon client preferences.  Case is closed 4-12 months from beginning.