ESTATE PLANNING PROCESS
The typical estate planning process will include two in-person
meetings from introduction to a completed estate plan. Some clients
might need additional time together to better understand their
options. I will also be available by phone and email while drafting
your documents to make sure you have a full understanding of your
documents.
For the average estate plan, a draft of your documents will be
sent to you within approximately 3 weeks of receiving your completed
Estate Planning Worksheet and supporting documentation. Should you
need your documents in a rush manner for reasons such as a medical
procedure or travel, please inform me immediately and I will do my
best to meet your timeline.
What should you do to prepare? You don’t need to do anything
to prepare for our initial meeting other than to fill out the New
Client Questionnaire. I will guide you through the process of
developing your estate plan and together will carefully consider all
options available to you.
