We would be happy to help you with your Will, Personal Directive, & Power of Attorney Package. If you would like us to help you, please call or email us to confirm. We will schedule a consultation meeting with you and ask you to complete the Estate Questionnaire prior to our meeting.
We will have a meeting to review the information provided in the Estate Questionnaire. At this meeting, we will receive your instructions for:
Your Will: appointing an Executor and naming Beneficiaries of your assets upon your death;
Your Personal Directive: appointing an Agent who will be responsible for your health and personal decisions if you are unable to;
Your Power of Attorney: appointing an Attorney who will be responsible for your legal and financial decisions if you are unable to.
The initial consultation will be a maximum of 1 hour.
We will prepare the draft Will, Personal Directive, & Power of Attorney based on the information provided in our first meeting. We will send you the draft documents to review and you make ask us to make revisions.
The revision process will be a maximum of 1 hour.
Once the draft has been finalized, we will have a second meeting to sign the documents. You will receive the original documents.