Professional Estate Planning

Legal consultation with documents and gavel

Thoughtful Legal Preparation for Every Stage of Life

It is never too early nor too late to start planning your financial affairs in the event of your death. A properly planned will is something that will give you and your loved ones peace of mind and relief in a time of grief and emotional vulnerability.

“What do I need to do to begin the process of having a will drafted?”

Having a will created is a two-appointment process. The first appointment is roughly an hour in length. The lawyer will explain the process and what should be included in a will. All you need to do is come in and have some idea of who you would like to appoint as your executor/executrix, as well as an alternate, who you would like your beneficiaries to be, and, should you have dependents, who you wish their guardian(s) to be.

After the initial appointment, the process for drafting your will has begun. The lawyer will send drafts of the will (a mock-up/first draft) in the mail for your approval. If it is satisfactory and meets your approval, a second appointment is scheduled to sign the will. Please note that a will is not in effect until properly signed and witnessed.

“What documents are included when drafting a will?”

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