STEP 3 |
To accept the offer, you will need to provide me with your address and contact information. Since I am licensed in Indiana and Missouri, this offer is only open to residents of these States . |
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STEP 4 |
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I will provide you with another white paper describing the various estate planning documents you should consider and discuss over the telephone your options and questions. |
STEP 5 |
Select the package of documents you would like me to prepare and the fee you think is appropriate. |
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STEP 6 |
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I will provide you with a workbook that you will need to complete. |
STEP 7 |
Complete and return the workbook providing all the information I need to prepare the documents. |
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STEP 8 |
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Prepare documents as discussed. I will send the completed documents to you and instructions for execution. |
STEP 9 |
Pay me the amount you decided was fair in STEP 5 and execute the documents as described in the instructions. |
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