Professional Estate Planning
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.
You will require to know who are to be your executors, beneficiaries and should you have dependants, who are to be their guardians.
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 of drafting your will now begins. The lawyer sends drafts of the will by email (or mail) for your approval. If the drafts are satisfactory and meet with your approval, you schedule a second appointment to execute the will. Should there by any amendments to be made, kindly specify them when scheduling your appointment.
Usually, there are three types of documents that are included in estate planning. They are, but not limited to, the will, power of attorney and living will. In the initial interview, the lawyer will explain the details of each document.
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