Schedule Appointment with de Jesus Law Group, LLC

1. Lead Calls

15 Minute Call

15 minutes

30 Minute Call

30 minutes

2. Virtual

Legal Life Planning Session (Zoom)

2 hours

Estate Plan Design Meeting (Zoom)

1 hour

Elder Law Strategy Meeting (Zoom)

1 hour

CIMI Review (Zoom)

1 hour

CIMI Review (Zoom) N.R.

1 hour

Family Wealth Inventory Organizer Overview

15 minutes

Document Review (Zoom)

1 hour 15 minutes

Signing Meeting Reminder for NotaryCam - 3rd Party Online Notarization

1 hour

This only serves as a reminder since NotaryCam will send the official confirmation and link to access the Notary video chat.

Legacy Interview (Zoom)

1 hour

Funding Step 1 (Zoom)

30 minutes

During this meeting, clients will go over the Family Wealth Inventory Organizer and learn how to start funding their trust.

Funding Step 2 (Zoom)

30 minutes

Clients will confirm their Trust has been properly funded.

1 or 3 Year Estate Plan Review (Zoom)

1 hour

1yr or 3 yr reviews of current clients.

Elder Law Yearly Plan Review (Zoom)

1 hour

3. In-Person | DeLand

Legal Life Planning Session (DeLand)

2 hours

Estate Plan Design Meeting (DeLand)

1 hour

Elder Law Strategy Meeting (DeLand)

1 hour

CIMI Review (DeLand)

1 hour

Document Review (DeLand)

1 hour 15 minutes

Signing Meeting (DeLand)

1 hour

Clients are responsible for bringing TWO witnesses.

Legal Criteria for Witnesses:

- Witnesses must be over the age of 18

- Witnesses cannot be a convicted felon

- Witnesses cannot be stated in your estate plan documents

- Witnesses must bring a government-issued picture ID

Deed Signing (DeLand)

15 minutes

Clients are responsible for bringing ONE witness.

Legal Criteria for Witnesses:

- Witnesses must be over the age of 18

- Witnesses cannot be a convicted felon

- Witnesses cannot be stated in your estate plan documents

- Witnesses must bring a government-issued picture ID

Funding Step 1 (DeLand)

30 minutes

During this meeting, clients will go over the Family Wealth Inventory Organizer and learn how to start funding their trust.

Funding Step 2 (DeLand)

30 minutes

Clients will confirm their Trust has been properly funded.

1 or 3 Year Estate Plan Review (DeLand)

1 hour

1yr or 3 yr reviews of current clients.

Elder Law Estate Plan Review (DeLand)

1 hour

1yr or 3 yr reviews of current clients.

3. In-Person | NSB

Legal Life Planning Session (NSB)

2 hours

Estate Plan Design Meeting (NSB)

1 hour

Elder Law Strategy Meeting (NSB)

1 hour

CIMI Review (NSB)

1 hour

Document Review (NSB)

1 hour 15 minutes

Signing Meeting (NSB)

1 hour

Clients are responsible for bringing TWO witnesses.

Legal Criteria for Witnesses:

- Witnesses must be over the age of 18

- Witnesses cannot be a convicted felon

- Witnesses cannot be stated in your estate plan documents

- Witnesses must bring a government-issued picture ID

Deed Signing (NSB)

15 minutes

Clients are responsible for bringing ONE witness.

Legal Criteria for Witnesses:

- Witnesses must be over the age of 18

- Witnesses cannot be a convicted felon

- Witnesses cannot be stated in your estate plan documents

- Witnesses must bring a government-issued picture ID

Funding Step 1 (NSB)

30 minutes

During this meeting, clients will go over the Family Wealth Inventory Organizer and learn how to start funding their trust.

Funding Step 2 (NSB)

30 minutes

Clients will confirm their Trust has been properly funded.

1 or 3 Year Estate Plan Review (NSB)

1 hour

1yr or 3 yr reviews of current clients.

Elder Law Estate Plan Review (NSB)

1 hour

4. In-Person | Client Location

Legal Life Planning Session (Client Location)

2 hours

Signing Meeting (Client's Selected Location)

1 hour

5. Misc. Virtual

Appointment with Silvana

30 minutes

Appointment

15 minutes

Appointment

30 minutes

Appointment

1 hour

Appointment

1 hour 30 minutes

Appointment

2 hours

6. Misc. In-Person

Appointment (DeLand)

15 minutes

Appointment (DeLand)

30 minutes

Appointment (DeLand)

1 hour

Appointment (DeLand)

1 hour 30 minutes

Appointment (DeLand)

2 hours

Appointment (NSB)

15 minutes

Appointment (NSB)

30 minutes

Appointment (NSB)

1 hour

Appointment (NSB)

1 hour 30 minutes

Appointment (NSB)

2 hours

7. Misc. Calls

1 or 3 Year Review 15 min Call

15 minutes

15 Minute Call

15 minutes

30 Minute Call

30 minutes

Initial Interview Call

15 minutes

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