Hello and Welcome to Kramer Legacy Documents, LLC!
We understand that Estate Planning can be overwhelming and we promise to help you through the entire process.
During your first meeting, we will review your Estate with you to determine what type of trust you need, or if you even need a trust. We will need to know your children’s names and birth dates, and who you would like to be in charge of settling your estate.
You can fill this information out now by clicking on the CLIENT INTAKE FORM and CLIENT CHECKLIST FORM in the box to the right.
Please try to have these forms filled out before your first meeting so we have you in the system. We will need a check to get started on the work so be sure to bring it with you.
We use Mycase for practice management so that you have access to your appointments and can contact us. You can log in from 1.) your welcome email, or 2.) by clicking the link at the top right corner of our website labeled Client Login.
You can use the Mycase Portal to:
- Check your appointments
- Direct Message us
- Review material/articles on our website
- View certain documents
- View your invoice
- Make payments
- Check progress on your case
There is a map on our Contact page if needed Please explore our website as it contains a wealth of information about us, trusts, probate, and durable power of attorney documents.
We are located at 12133 W. Bell Road Suite 201 Surprise Arizona 85378 on the second floor of the Bernini Building in the Kramer and Kramer Estate Planning Suites. The Bernini Building is right next to the Sunridge Plaza and the Four Sons Gas station on the South East corner of Bell Road and El Mirage Road. We are conveniently located next to the elevator on the second floor. We are located in the building right next to our old location.
If you have any questions, please don’t hesitate to call or email us! 623-974-2272
Thank you and we look forward to working with you!!!
The Kramer Legacy Documents, LLC Team
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