If you have never worked on your estate plan, or if you have but did not like the process your prior attorney used, you may be wondering how Wildoner Law, PLLC, handles the estate planning process.
First, when you contact us, we will ask some basic questions over the phone and get you to the attorney who can speak with you in a bit greater detail.
Initial Consultation
From there, we will set up an initial consultation. We do our initial consultations in person, over the telephone, and through online video services. We try our hardest to accommodate all clients with the way they prefer to work and with the advent of technology, we understand that an in-person meeting is not always necessary.
At the conclusion of the initial consultation, the attorney will give you a quote for how much the documents you need for your plan will cost.
The Drafting Process
Once you have decided to move forward and provided all requested documents to the attorney, we schedule another meeting for three weeks out. During that time, the attorney is working on drafting the estate planning documents for you and your family.
One week prior to that meeting, a draft of your documents is emailed to you for your review. It is important that you take the time to review the documents prior to the second meeting with the attorney, so you can discuss any concerns you have at the meeting.
The Signing Meeting
After the second meeting with the attorney, a third optional meeting is scheduled. This third meeting is the only meeting required to be done in person, as it is the signing meeting. At this third meeting, you will meet with the attorney to execute the final documents that have been prepared. Alternatively, no later than two weeks after the second meeting, the attorney will email you final documents and an instruction letter for you to take the documents and execute them on your own.
If you need your estate plan done, contact an attorney to get the process started today.