Estate Planning Process

What to Expect During the Estate Planning Process

Initial Consultation

During the initial consultation, you will meet with the estate planning attorney to discuss your needs and goals. The attorney will ask you questions about your financial situation, family, and other relevant details.

Drafting the Plan

Based on the information gathered during the initial consultation, the attorney will draft a comprehensive estate plan that meets your needs and goals. This plan may include wills, trusts, and other estate planning documents Asset Protection Lawyer.

Common Estate Planning Documents and Their Purposes

Last Will and Testament

A last will and testament is a legal document that outlines how your assets should be distributed after your death.

Trusts

A trust is a legal arrangement that allows you to transfer your assets to a trustee who will manage them for the benefit of your beneficiaries.

Durable Power of Attorney

A durable power of attorney is a legal document that allows you to appoint someone to manage your financial affairs if you become incapacitated.