Christopher's process is designed to be efficient, transparent, and respectful of your time. Every step is handled remotely — via Zoom, DocuSign, and Zelle. You never need to drive to an office.
The most important thing you can do to make the process productive is to read the draft estate plan before your Zoom consultation. The most valuable conversations happen when the client has already read the documents and has specific questions.
Confirm Coverage
Christopher confirms your MetLife Legal Plans coverage before any work begins. If you have individual coverage ($22/month), forward your MetLife confirmation email and work can start immediately.
Complete the Intake Form
Christopher sends an intake form for you to fill out and return. This allows him to prepare a draft estate plan tailored to your specific circumstances. If you do not fill out the form, you are a prospect — not yet a client.
Review the Draft
Christopher sends you the draft estate plan to review at your own pace. Read it carefully and make notes of your questions. The most productive client meetings happen after the client has read the draft.
Zoom Consultation
After you have reviewed the draft, Christopher meets with you via Zoom to answer all of your questions. This is where the real value of the process is delivered — not in a phone call before you have seen anything.
Electronic Signing & Notarization
Documents are signed and notarized remotely via DocuSign in a recorded Zoom meeting. Christopher generates your electronic signature in DocuSign and affixes it along with his signature and the notary seal.
Zoom Meeting Details
All consultations, document reviews, and signing ceremonies take place via Zoom.
What to Have Ready for Your Signing
A photo ID (driver's license or equivalent) for each person who signs
A recorded Zoom meeting in which the accuracy of the shared documents is acknowledged on camera
A ratification email after the Zoom meeting confirming the documents are correct or identifying any needed changes
A watermark reading "Electronically Signed & Notarized in ZOOM via DocuSign" — replacing the "Draft Not Valid for Use" watermark
Intake Forms
Complete the intake form before your first consultation. This allows Christopher to prepare a draft estate plan tailored to your specific circumstances.