Document review
Send documents before booking if anything feels unclear.
This is the safest path for wills, power of attorney, acts of donation, estate documents, and any appointment where you want prep guidance first.
1
Use this for complex documents
Especially wills, POA, acts of donation, estate matters, and anything with witness or signer questions.
2
We review first
This helps prevent wasted office visits and lets the right instructions go out before booking.
3
Then book
Once the details are clear, the next step can move to a standard appointment or a more specific intake path.