First appointment
Five clear steps. No pressure to decide on the spot.
You don’t need to bring documents or make any decisions to your first meeting. Here’s exactly what happens from your first call to signing day.
- 01
Meet
A short virtual consultation. Lema explains wills, trusts and the other key documents, then you talk through your family, your goals and your worries. You don’t need to bring anything.
- 02
Quote
You receive a flat-fee quote, so you know the cost before you decide anything.
- 03
Share
If you decide to work together, you complete a detailed questionnaire: your assets, who you want in each role, and how you want things distributed.
- 04
Design
A longer meeting to walk through every choice: who makes medical decisions, who cares for your children, who handles your finances if you can’t.
- 05
Sign
Lema drafts your documents, you review them together, and you sign. Your plan is organized and ready for the people who’ll need it.
Need time to think? Take it. Lema keeps a running list of what to consider, like who should be guardian or trustee, and your documents can always be updated later.
Book a consultationReady for your first meeting?
It’s a short virtual call, and there’s no obligation to move forward.