When we meet, I’ll ask you to complete this form, which catalogs some of the basic information I need to know about your assets. Once this form is completed, we’ll meet again, to discuss what’s on the form, and go further into detail to make certain I understand your situation clearly. I’ll then begin to draft the documents comprising your Estate Plan, inquiring of you if I need any further information from you as I proceed.
Once the draft is completed, we’ll meet to go over the documents, ensuring your wishes are correctly communicated in what I have prepared. The documents will be signed, witnessed and/or notarized as needed. I’ll then file what must be filed legally, and prepare an archival set of your documents, which I will securely mail to you after we meet.
Please click here to download a copy of the information-gathering document I ask you complete as a starting point for your Estate Plan.
As your situation changes — When family members are born or pass away, you get married or divorced, you sell or buy a home, your wishes change — I’ll work with you to update your Estate Planning documents.
