Power of Attorney
Advanced Health Care Directives
Tax Planning Wills
Marital and Family Trusts
The process begins with an introductory conversation or face-to-face meeting lasting about 10 minutes. We'll chat about your estate planning needs, whether you already possess estate plans, or ponder any required updates. First-time estate planners are also welcome. We'll discuss recent life events that may warrant an estate plan, such as a life transition, new addition to the family, or other factors. We'll evaluate your estate's size to check its tax eligibility.
Completion of the Questionnaire
Post-meeting, we'll send you a comprehensive questionnaire. Our request includes details pertaining to your fiduciaries, desired power of attorney, guardians for your offspring, and your unique needs. You'll need to pay 50% of the agreed amount after you complete and submit the questionnaire.
Drafting and Reviewing the Documents
When we receive the completed questionnaire, our team will then begin to create initial drafts of your necessary estate planning documents. We'll share these drafts with you to kick-off your review process. A follow-up meeting will be scheduled to discuss any queries or clarifications regarding the drafted documents like wills, power of attorney documents, health care directives, etc. This review and clarification process ensures you are well-informed about the decisions impacting your estate.
Finalization, Signing, and Safekeeping
After the review, we'll amend the documentation accordingly, if needed, and prepare for final approval. A meeting will be organized for document signing at your convenience, such as in your home. This signing session, including notarization, usually lasts around 30 minutes. After notarization, we equip you with the finalized, signed documents for safekeeping. Additionally, we keep a copy for reference in case any future modifications or alterations are needed — assuring your plan remains current with your changing circumstances and wishes.