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Jennifer R. Lewis Kannegieter

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November 7 By jrlk

Will Parties

Perhaps you have heard something about “Will Parties.”  This new trend is a take on the Tupperware Party and another way that our society is learning to take care of business in between work, soccer practice, and bed time.  With a Will Party, you and your friends can get together (with or without the kids), and bring an attorney to you to take care of your estate plan.  Most attorneys who offer Will Parties also offers a discount for those hosting and attending the party.  A Will Party is the perfect opportunity for you and your friends to have fun and save money while completing your estate plan.

My typical process for a Will Party is:

  1. A Host plans the party, reserves a date, and sends out invitations.

  2. Everyone fills out a Questionnaire and Retainer Agreement and returns them to me at least two weeks before the party.

  3. I will have a phone consultation (or in person if preferred) with each client to discuss their situation and confirm that my Basic Estate Plan is right for them.  I will then provide each client with a draft to review before the party.

  4. At the party I will provide general information to the group and then meet individually with each client to review the documents.  Attendees will then take turns acting as each other’s witnesses for the signing.

All attendees receive a discount based on the number of estate plans (single or couple) at the party: $50 discount for 3-5 plans, $75 for 6-8 plans, and $100 for 9 or more plans.  The Host receives an extra $50 discount. 

Contact me today to schedule your own Will Party!

Filed Under: About My Services, Estate Planning, FAQs, Will Parties

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Jennifer R. Lewis Kannegieter
Lewis Kannegieter Law, Ltd.
4300 School Boulevard
PO Box 718
Monticello, MN 55362
Phone: (763) 244-2949
Fax: (763) 244-2940
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Books

One Family, Two Worlds: A Story About Total Estate Planning

The Total Estate Planning Organizer: Your Estate Plan In Action

Why Every Adult Must Have a Health Care Directive

The Insider’s Guide to Legal Fees: What You NEED to Know

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