Having an estate plan is one of the most important gifts you can give your family.
The best part is that it is easy and will give you peace of mind.
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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