Christopher's process is designed to be efficient, transparent, and respectful of your time. Every step is handled remotely — via Zoom, BlueNotary, and Zelle. You never need to drive to an office.
The most important thing you can do to make the process productive is to read the draft estate plan before your Zoom consultation. The most valuable conversations happen when the client has already read the documents and has specific questions.
Confirm Coverage
Christopher confirms your MetLife Legal Plans coverage before any work begins. If you have individual coverage ($22/month), forward your MetLife confirmation email and work can start immediately.
Complete the Intake Form
Christopher requests you use the Online Form. This allows him to prepare a draft estate plan tailored to your specific circumstances. If you do not fill out the form, you are a prospect — not yet a client.
Review the Draft
Christopher sends you the draft estate plan to review at your own pace. Read it carefully and make notes of your questions. The most productive client meetings happen after the client has read the draft.
Zoom Consultation
After you have reviewed the draft, Christopher meets with you via Zoom to answer all of your questions. This is where the real value of the process is delivered — not in a phone call before you have seen anything.
Electronic Signing & Notarization
All questions are answered in the Zoom meeting. Any necessary changes are made. You are free to electronically sign none, all, or any combination of the documents via BlueNotary notarization in Zoom.
Zoom Meeting Details
All consultations, document reviews, and signing ceremonies take place via Zoom.
What to Have Ready for Your Signing
Present your driver's license or other photo ID in BlueNotary and answer 5 questions for Knowledge Based Authentication (KBA)
A recorded Zoom meeting in which the accuracy of the shared documents is acknowledged on camera
A ratification email after the Zoom meeting confirming the documents are correct or identifying any needed changes
A watermark reading “Electronically Signed & Notarized in ZOOM via BlueNotary” — replacing the “Draft Not Valid for Use” watermark
Intake Forms
Complete the intake form before your first consultation. This allows Christopher to prepare a draft estate plan tailored to your specific circumstances.
Online Intake Form →A Note on Scope
Right Fit Matters
Christopher is looking for a particular kind of client — and you are looking for a particular kind of lawyer.
Just because a particular service is covered by MetLife Legal Plans does not mean Christopher must accept every client with a covered issue. His scope of practice does not include all covered services — no single lawyer could. Even within his practice areas, he may have too many clients at a given time to take on new matters.
Since you are looking at this website, Christopher assumes you are looking for a particular kind of lawyer. He is looking for a particular kind of client — one whose initial email simply and briefly states their issues and how they found him, who is willing to provide information as requested, who will read the draft estate plan before the Zoom meeting, and who is comfortable working via Zoom, BlueNotary, and Zelle.
If, after initial information gathering, either party believes Christopher is not the best fit for your particular issues, he hopes both parties can agree to say so as soon as possible. He does not want unhappy clients — and works hard to prevent that from happening.
What Christopher Is Looking For
- —An initial email that simply and briefly states your issues and how you found him
- —Willingness to provide information as requested
- —Willingness to read the draft estate plan before the Zoom meeting
- —Comfort working via Zoom, BlueNotary, and Zelle
- —A client who understands that the value is in the process — not just the forms
What Christopher Is Not
- —A factory churning out thousands of filings per year
- —A firm with gatekeepers and associates
- —The cheapest lawyer or the most expensive
- —A lawyer who will take every case that walks in the door
- —A lawyer who will rush you through the process without explanation
"You, and your case, matter to me."
— Christopher S. Mulvaney, Esq.
