Even for people who don’t live in the Treasure Valley, Peters Patchin & Associates can still provide the same expert services. All that is normally required will be two office visits at our office in Eagle. The visits will usually be about two to three weeks apart.
At the first visit, your Free Initial Consultation, Barry or Daniel will review and discuss your completed Estate Planning Questionnaire and advise you of your options, including the pricing of each. If you want to think about that information before moving forward, you are free to do so without any further obligation.
If during that initial visit you decide how you would like to proceed, Barry or Daniel will then work through the many details of your preferred plan. Then a return visit will be scheduled, typically a couple of weeks after the first visit.
Between the two visits, we will prepare all of the documents that are needed and mail them to you in a printed format. That way you can review them carefully and call us with any questions or needed revisions.
Then, at your return visit, the documents will be finalized, signed, witnessed, notarized, recorded, and filed in order to complete the process.
In this way, even clients who live outside of the Treasure Valley can easily take advantage of the exceptional service and value offered by Peters Patchin & Associates!