Return Clients
Here are additional resources for Inherit clients, including a library of estate planning information, links to meet with your attorney, Inherit signing services, and menu of our services with prices.
Meet with your Inherit attorney:
Designed for existing Inherit clients who are not looking to make changes to their plan but want to make sure that it still meets their needs, this offering includes a short online interview and a 25-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the review or preparation of any estate planning documents.
Designed for returning Inherit clients who want to make changes to their plan or are concerned that changes to their plan are needed, this offering includes an online interview and a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the preparation of any estate planning documents. However, it is anticipated that, following this consult, any necessary documents can be purchased, drafted, and delivered without the time and expense of further consultation.
Our Client Legal Review is for your legal questions about anything other than your own estate plan. This package includes a detailed online interview, pre-consult attorney review of the issue presented, a 50-minute attorney consult either via Zoom or in person in our Santa Rosa office, and written opinion, recommendation, or next steps, delivered via email.
This offering does not include the preparation of any estate planning documents.
Don’t know which is right for you?
Our Menu
Inherit Signing Services
Designed for maximum convenience, this signing package brings you everything you need to execute a full estate plan. Two Inherit signing agents will print out and bring your documents to your Sonoma County home, assist you with signing, and handle all necessary notarization and witnessing.
Balancing convenience and economy, this signing package will help you execute your estate plan from the comfort of your own home. An Inherit signing agent will print out and bring your documents to your Sonoma County home, assist you with signing, and handle all necessary notarization.
* This option is perfect if your documents do not include a will. If your documents do include a will, this package will require you to provide a second disinterested person to witness your signing.
For maximum flexibility and economy, Inherit offers a free DIY signing packet to walk you through your options for executing your estate planning documents on your own.
