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Step 1 - Estate Planning Questionnaire
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You complete a questionnaire
that provides information about your family and financial situation. |
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Step 2 - Initial Meeting
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We meet to discuss your wishes regarding a Last Will
and Testament or Trust. We also discuss Tax Planning. Please bring the completed
estate planning questionnaire to the meeting. The advice that I give you
will be based on the information in the questionnaire. Also, bring copies
of other important legal documents that pertain to your property such as
deeds, divorce decrees and life insurance policies. |
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Step 3 - Preparation of Documents
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After our initial meeting, I prepare
your Will or Trust and send you a draft for your review. |
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Step 4 - Second Meeting
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We meet to discuss any questions you have about
the documents and make the changes that you request. When you are
satisfied, the documents are signed, witnessed and notarized. |
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Step 5 - Changes to Property and Financial Documents
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After you sign
your Will or Trust, you must change the way certain financial or property
interests are held to make them consistent with your estate plan. Failure
to make the proper adjustments could defeat your estate plan. |
state Planning involves a number of steps. To draft a
Last Will and Testament or Trust
for you, I need your help to complete these steps. You may also want to
read some of the 
