Page 58 - Ultimate Guide to Estate Planning

To do a good job at perpetuating my client’s
principles I need to get to know them,

understand what is important to them, their
marriage and their family. You can’t do that
with a questionnaire.

After the initial meeting, you can expect that

your attorney will have some follow up
questions. This is normally handled without a
live meeting, i.e. email, phone call. Then you
move to the review phase. This phase is where
you will review the initial draft of all of the
documents associated with your estate plan

with your estate plan team. Most of the time,
we are able to make simple modifications at
this second meeting. In rare situations, we will
execute the draft documents while we make

final modifications and deliver a final time on a
different date.

If you’re working with a reputable lawyer, you
should be able to get through the estate
planning process from start to finish in 4 to 6

weeks. The estate plan should also include a
healthcare directive (a document which
expresses your desires as it relates to
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