Plan Design Meeting

Thank you for deciding to work with me to prepare your estate plan.

Dropbox Account:  I have shared or will be sharing a Dropbox folder with you that contains all of the fillable PDF worksheets I ask you to complete as much as possible before scheduling your Plan Design Meeting (see below).  Dropbox is an online storage site that also permits sharing folders between more than one Dropbox accountholder as if they were both essentially using the same computer.   Information is stored online in an encrypted, secure form.

Anything put into a shared Dropbox folder is available right away with anyone else who has access to the same shared folder.   This enables you to complete worksheets and have them shared directly with me without mailing or emailing them to me, which makes them more secure.  It also enables us to share documents with each other in a safe, secure manner, including drafts of your estate planning documents when they are ready for review.

If you do not already have a Dropbox account, you can obtain a free 2GB account by enrolling with Dropbox at this link:

www.dropbox.com/basic

If you need assistance on adding the shared folder to your Dropbox folder, view this link for more information.

CLICK ON THIS LINK FOR INFORMATION ON HOW TO ADD A SHARED DROPBOX FOLDER TO YOUR OWN DROPBOX ACCOUNT ON YOUR COMPUTER.

If you don’t have a PDF program to open and complete the worksheets, here is a link to the free Adobe Acrobat Reader:

Adobe – Adobe Acrobat Reader DC Download | Free PDF viewer for Windows, Mac OS, Android

SPECIAL NOTE: If you use an Apple computer, it is recommended that you not use the “Preview” application to open and complete your PDF worksheets. This is because worksheets completed using Preview cannot be opened and viewed successfully by other PDF applications.   if you do use Preview, then you should actually print the wordsheets to a PDF file before sharing them with me.  Doing this will convert the text you have entered into fixed images that can then be viewed by another PDF viewer.

YOUR PLAN DESIGN MEETING:  When you are ready to proceed with your Plan Design Meeting, use one of the following links to schedule: 

FOR THE BASIC TRUST PLAN, USE THE FOLLOWING LINKS TO SCHEDULE A 45 MINUTE MEETING:

Select In-Person Basic Trust Plan Design Meeting with Bob

Select Zoom Basic Trust Plan Design Meeting with Bob

FOR THE ENHANCED TRUST PLAN, USE THE FOLLOWING LINKS TO SCHEDULE A 90 MINUTE MEETING:

Select In-Person Enhanced Trust Plan Design Meeting with Bob

Select Zoom Enhanced Trust Plan Design Meeting with Bob