Getting an Estate Plan with KB Legal is easy, the process follows a few easy steps!

Step One: Schedule a Consult

To schedule a free consult with KB Legal, visit our scheduling page at https://calendly.com/kblegal. During this consult, we’ll discuss your needs, our estate planning packages, and pricing. Consults are held in-person, over the phone, or via zoom– your choice!

Step Two: Fill out the Intake Form

Once you’ve decided to proceed with KB Legal, you’ll be sent an online intake form. This form can be filled out on your computer, tablet, or smart phone. The best part is, your answers (proposed distributions, personal representative nominations, etc.) can be changed anytime prior to signing.

Step Three: Review Your Documents

After your intake form is submitted, we’ll get together and review your draft documents. This review takes place in-person or via zoom. During this meeting, we’ll go through every single document and its implications. Any changes you want made can be requested, and together we’ll finalize your documents.

Step Four: Signing

After we finalize your documents, it’s time for signing! Signing takes place in-person at our office located inside the Zions Bank Building in downtown Boise. Parking is free for the first hour in the attached parking garage.

Estate Planning is easy at KB Legal! Schedule a free consult today to get started.