Will-Making Process – Quick Summary
I meet with clients at my office or at their home. We talk extensively about their family. We discuss and review all the assets that will become part of the estate. The making of a will is a process that takes some time, as various issues are addressed and resolved. It takes a few meetings and some telephone conversations. Accountants and financial planners may also be consulted. Once all questions are answered, I draft a document that is tailored to each client. I attend to the proper signing of the will. In addition to the will, I prepare powers of attorney. These include powers of attorney for property and powers of attorney for personal care.
GET STARTED WITH YOUR ESTATE PLANNING NOW, BY:
- Making an appointment and
- Downloading my simple one-page WILLS-CHECKLIST to help you prepare for our first meeting.
To find out more details about the will-making process I use in my firm, click here.