The most important thing needed to begin the estate planning process is your information. I will send you my estate planning packet which will provide me with everything I need to set up your estate plan. Every person is unique just as every estate plan is unique. During this process, you will begin thinking about:
After you have filled out the worksheet, schedule a meeting. At this meeting we will go over everything: your goals, your family, and your needs. This is where we can discuss everything. I will answer all of your questions and come up with a plan for your situation to meet your particular needs.
After the initial meeting, I will draft your documents. You will get a draft of those documents to read and approve. Revisions will be made if needed.
We will meet to sign and notarize all of your documents.
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