Services Offered

At KA Law, I offer personalized estate planning, tailored to suit your particular situation and needs. As a boutique law firm, you will receive one-on-one counseling directly from me, Karen Ahrens. I will be your point of contact from the initial phone call to the signing of your estate planning documents. You will not be passed off to anyone else, you will not get lost in the shuffle, you will not have emails go unanswered. I only take on the number of clients that I can personally provide my complete attention to. I will provide you with the various plan options as well as upfront pricing for those plans, there are no hidden costs. I tailor your plan to address your particular circumstances, whether you are working with limited resources and need to get a basic plan in place to protect your family, or you are looking to minimize taxes and transactional costs for a transfer of wealth from one generation to the next. Regardless of the plan you choose, I will be here to ensure that your questions are answered, that your family is taken care of in the way that you would have wanted, and that I do so as economically as possible.

Estate Planning Options

The Process

Step 1: Book your complimentary estate planning consultation here

• You will receive a client intake form over email and you will need to complete this form prior to your estate planning session.

Step 2: Complete your intake form at least one day prior to your estate planning session

• In order to make our estate planning session as productive as possible, it is important that you complete the intake form in advance of the estate planning session. If you have any questions about the form, you can reach me by email here: karen@kalawoffice.com

• If you are not able to complete the intake form in advance of the deadline provided, you will be asked to reschedule your estate planning session. I will send you a reminder 3 days prior to your scheduled estate planning session. Please don’t worry if you don’t feel certain of all of the answers that you’ve provided in the form, we will be reviewing everything together and I will talk through any questions or concerns that you may have.

Step 3: Meet with Estate Planning Attorney, Karen Ahrens, for complimentary consultation

• We will sit down together (over Zoom) to discuss your goals for your family and what would happen if you were to become incapacitated or die with your current plan in place. If you don’t have a current plan, I will explain what would happen with the default plan that the state has in place for you.

• We will then review the various estate planning options and I will educate and empower you to decide what type of plan you would like to have. You will be provided with the cost of each of these plans up front. There are no hidden fees.

• If you decide to move forward, you will be asked to sign an engagement letter outlining the services that we’ve agreed to. I will review that form with you, and you will sign this form electronically and provide initial payment at that time. We will then schedule your design session.

Step 4: 2-Hour Estate Planning Design Session with Karen Ahrens

• I will sit down with you over a 2-hour zoom session to talk through the design of your estate plan. We may or may not complete the design for your plan in that 2-hour session. I believe in educating and empowering my clients, I do not rush anyone through this process.

Step 5: Confirmation of Important Information and Plan Design

• Approximately 10 days after the estate planning session, you will receive an email from me outlining any critical missing information that I have yet to receive, and you will receive an outline of the plan that we have designed together.

• I will ask that you send an email back to me confirming your agreement with the overall design of your plan, as well as your confirmation of key information.

Step 5: Optional Follow-up Estate Planning Design Session with Karen Ahrens

• If you would like additional time to discuss the design of your estate plan, we will set up a second design session to go over the design of your plan, ensuring that you have all of your questions answered and that you feel confident about your plan. You will be asked to sign off on all key information prior to your plan being drafted.

Step 6: Document Review Meeting

• I offer each client the opportunity to review documents with me over zoom, reviewing the highlights of their plan and walking them through each document.

Step 7: Signing Meeting

• Approximately 6-8 weeks from the estate planning session, the signing meeting will be held.

• Final payment will be due and the documents will be scanned and sent to you. You will be provided with both the originals and an electronic version of the documents within 30 days of the signing meeting.

Step 8: Optional Funding Meeting with Karen Ahrens

• Have questions on how to ensure your assets are transferred into your trust? I offer a complimentary follow-up meeting to ensure that you have the appropriate guidance and information to move forward.

More questions?

Answers to common questions can be found here

Learn more about Karen Ahrens here