A modern process.

 

Our process. Step by step.

One.

Book a free consultation.

A free consultation can be booked any time online. We will send a brief intake form to get an understanding of your circumstances and wishes, but there is no obligation to move forward (and there is certainly no requirement to fill in a 20-page questionnaire before even speaking with us).

Two.

Get to know each other.

During our consult, we will be able to address any questions you may have about working with us or the estate planning process in general. We will get to know each other, discuss the options available to you, and provide a personalized quote.

Three.

Make it official.

If you would like to move forward, we will send you an engagement letter for your review and signature. Once signed, you will receive our New Client Welcome Letter, which includes an overview of our policies, plus forms that go over the info we need in order to prepare custom documents.

Four.

Explore your options.

Our estate planning forms will guide you through the information we need in order to properly advise you - but if you aren’t sure about something or don’t have the info readily available, no problem! Nothing is set in stone at this stage; our process involves connecting with a lawyer about the options available to you before your documents are drafted. We will go over the forms together in detail during a 90-minute meeting to clarify your instructions, explore available options together, and provide advice.

Five.

Let us get to work.

We will draft a Will, Enduring Power of Attorney, and Personal Directive customized to your personal circumstances and goals.

We will review the documents with you over video conference and correspond via email until final versions are ready.

Then, we will get together to get all your documents signed.

Six.

Rest easy.

After the documents are signed, they will be scanned and available for download from our client portal. Originals will be sent to you for your safekeeping.

Once you receive the final package, we hope that you can rest easy. You should feel confident that you have a personalized plan in place that achieves your goals and will make things less complicated for your loved ones in the future.

Looking for assistance with probate or estate administration for a loved one’s estate?
Click here to schedule a consultation with us.

What our clients are saying.

Testimonials

“Choosing a lawyer to navigate something as significant as a will is no small task, especially for a bustling family juggling kids and businesses. For years, we procrastinated this crucial step. Then we found Britta at Modern Wills, and everything changed. Not only is she incredibly adept at her craft, but she also has the unique ability to simplify complex processes, making them feel straightforward. Modern Wills integrates cutting-edge technology which further enhanced our experience, streamlining procedures and adding a touch of modernity to the age-old practice of will drafting. If you've been putting off creating or updating your will, we can't recommend Britta and the team at Modern Wills highly enough. Easy, efficient, and thoroughly professional – they're truly top-notch. “

— Former Clients

“Britta and Modern Wills is the only way I would ever want to create a document of such importance. It can be a daunting, expensive process and I felt like I understand the material we created together and truly got my money’s worth in the experience. Britta is friendly, professional, funny, helpful and so so knowledgeable! Our Will is exactly what we wanted AND I understand all of the legal info - for the most part ;) “

— Former Client

“I would recommend this firm. There are knowledgeable, friendly, communication is excellent. The rates are reasonable. I would definitely recommend this firm. ”

— P.T.

“Britta at Modern Wills made the process of preparing our estate documents both easy and cost-effective. We would (and will) recommend Modern Wills to our friends and acquaintances. Britta is prompt, explains things clearly and has made this experience (which is not always one we look forward to considering) painless and a pleasure. ”

— Former Clients

“Britta and Modern Wills was fantastic to work with! We enjoy the experience from start to finish. I have and will continue to recommend her to friends and family.”

— Former Client

“Great experience, knowledgeable and responsive!

Britta and her staff were very helpful and responsive to all my questions and concerns. It was an extensive process to create an estate plan and she guided me every step of the way. She is very knowledgeable and trustworthy; I could not imagine another lawyer working as hard for you. Altogether it was a very pleasant experience!”

— John

“We really enjoyed working with Modern Wills. Britta was always responsive and knowledgeable in response to any questions, and she walked us through the process to make sure that we understood everything. Things were presented in plain language as much as possible, which made the whole process feel more accessible.”

— Meg

“We had such a great experience with Britta. We had been meaning to do our will for years and this was the perfect fit. It was very thorough and affordable. We had considered an online will kit but I’m really glad we didn’t go that route. Modern Wills was a perfect fit for us. Now we have peace of mind everything would be taken care of.”

— Former Client

“Thanks for all your help, Britta. That was one big hurdle that we were avoiding for a long time and you got us into legal shape at last!”

— Sharon & Geoff

“Britta provided extensive value for the fee. I had put my will off for a long time, so glad I went with Modern Wills to finally get it done, along with my PD and POA. Britta is a highly professional lawyer with significant knowledge and attention to detail. She also has the rare quality of being authentic, patient and caring. I feel so relieved to have it done and done right.”

— Former Client

We should work together if:

  • You are a young professional who is working hard to build your dream life and you want to be sure that the assets that you have worked so hard to acquire would be in the hands of people you trust.

  • You are a parent who wants to ensure your kids are taken care of by someone you trust.

  • You are recently separated or divorced and you want to ensure that a charity close to your heart benefits from your estate, rather than your former spouse.

  • You are anyone who wants to ensure things are as simple as possible for your loved ones on your death, and you see the value in planning now!

Estate planning is not just for retired people who have accumulated significant wealth. (Though if that describes you, you most definitely need an estate plan too!) Wills may be even more important when a death is unexpected. Let’s imagine: you have the opportunity to live to 100. By 100, you have watched your loved ones enjoy sharing in the assets you worked so hard to accumulate, and there is really not much left to be distributed under the terms of your Will. A Will would matter less in those circumstances than it would for someone who died prior to reaching that milestone. Wills are needed because we cannot predict the future.

You deserve the peace of mind that comes with having a personalized plan in place that achieves your goals and will make things easier for your loved ones in the future.

 

Ensure your wishes are respected and protected. Start planning today.