BECOMING AN ESTATE PLANNING CLIENT

At the Law Offices of Elsa W. Smith, LLC, we believe estate planning is more than just paperwork — it’s a powerful act of self-respect and love for those who matter most. When you become a client, you’re choosing clarity, protection, and peace of mind. Here’s what you can expect from us — and what we’ve found helps us deliver the best experience for you

What to Expect When You Become a Client

We’ve designed a supportive, step-by-step process to make your experience clear, efficient, and empowering.

  • Step 1: Complimentary Assessment Call

Your journey begins with a complimentary, 15-minute call with our Client Success Coordinator. This is your opportunity to briefly share what you’re looking for, ask initial questions, and learn whether our firm is the right fit for your needs.

  • Step 2: Schedule Your Paid Consultation

If we’re a good match, we’ll invite you to book a 60-minute consultation with our Attorney. This in-depth session allows us to understand your specific situation and goals so we can begin outlining the right estate planning strategy for you.

  • Step 3: Designing Your Custom Plan

Once formally engaged, we collect key information and begin crafting a plan that reflects your wishes, protects your assets, and honors your legacy.

  • Step 4: Review & Revisions

You’ll receive a full review of your estate planning documents and have time to ask questions and request updates. We don’t move forward until you feel confident and informed.

  • Step 5: Signing Ceremony

We schedule a formal signing in-person ceremony to ensure all documents are properly executed, witnessed, and notarized.

  • Step 6: Final Deliverables & Next Steps

You’ll receive a comprehensive estate planning portfolio — both printed and digital — along with expert tips on safeguarding your documents and clear next steps based on the level of protection you’ve chosen. 

Who We Work Best With

We specialize in empowering women — particularly professional women, homeowners, caregivers, and entrepreneurs — who want to protect what they’ve worked so hard to build. While we have a strong commitment to supporting Black women and women of color, our services are available to all men and women seeking clarity and security through estate planning.

Our most aligned clients:

  • Are ready to invest in lasting peace of mind.
  • Value thoughtful, personalized legal guidance from a trusted advisor.
  • Want to leave a clear and intentional legacy for their loved ones and future generations.
  • Believe in proactive planning over last-minute decisions.
  • Communicate openly, act with integrity, and respect our time and process.
  • Appreciate the importance of sharing documents and communicating through secure, encrypted platforms.

Who May Not Be the Right Fit

We value mutual respect, transparency, and collaboration — it’s what allows us to deliver an exceptional experience.

We may not be the right law firm if you are:

  • Looking for “quick-fix” legal documents without meaningful discussion.
  • Seeking free legal advice without a consultation.
  • Not ready to engage fully in the process.
  • Expecting same-day turnaround for custom planning.
  • Uncomfortable using technology such as emails, videoconference calls, and online forms.

What We Ask of You

To help us serve you best, we ask that you:

  • Communicate openly and respond promptly
  • Come prepared to each meeting
  • Share your concerns and life circumstances honestly
  • Trust our guidance and expertise

This is a partnership. When we both show up fully, the results are transformational.

Ready to Get Started?

Let’s take the first step together.

Click below to schedule your initial assessment call and begin the process of protecting your legacy.

Book a Complimentary 15-Min Call