The Six Step Estate Planning Process
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Step 1: Initial Meeting and Interview
Before anything else, we need to learn more about you, your family, and your estate planning goals. During this meeting, we can provide you with a quote for the flat fee for our suggested estate plan. -
Step 2:
Drafting Documents
Once we’ve learned more about you, we can begin drafting important documents that will help accomplish your goals for your estate plan. -
Step 3: Reviewing Documents
After we have drafted your initial documents, we will send them to you for review. We will be sure to go through the documents with you and explain all the articles and sections in detail. -
Step 4: Signing Documents
Certain documents in your estate plan may need to be notarized. We will work with you to determine a date for signing and notarizing important papers. -
Step 5: Making Changes
As time goes by, you will likely need to make changes to your estate plan to address life changes: i.e. new children, financial changes, marital changes, etc. We offer free phone consultations for estate planning updates and a Client Maintenance Program that makes it easier to update documents as needed. -
Step 6: Estate Administration
Finally, you will need to determine an administrator for your estate. This is normally handled by the attorney that helped you plan the estate, but we can help you designate another qualified individual if you desire.
There are many details that need to be addressed in an estate plan, and it’s hard to plan for all of them. At Sallen Law, our detail-oriented estate planning lawyer will walk you through every step of the process, ensuring you and your family will be well-taken care of as the years go by.
