What can I expect if I want to set up an estate plan?

In my initial consultations, for any type of situation, I attempt to outline the way the process works.  I try to get a good idea of what situation the client is in at present.  Finally, I try to estimate or quote what I believe the cost will likely be.

With an estate plan, I will go through the steps to educate the clients on what will happen when they or their loved one passes away.  I will explain what happens if they have or don’t have a will.  I will explain what the benefits of a trust are and what the trust will and won’t do for them.  I will also go over the financial power of attorney and the medical power of attorney.  Finally, I will go over the process of the person who is selected to handle their end of life affairs and who will receive their assets when they pass away.  In most cases, at this point, I can quote what the cost will be to complete the estate plan.

After the initial consultation, if the client would like to proceed with the estate plan, they will pay for the project to be completed.  They will complete the estate planning questionnaire and return it to us.  A draft review appointment will be set.

In the draft review appointment, the clients will go over the estate plan and confirm the information.  If there needs to be any changes made, they will be noted.  Then the final signing appointment is set, where the estate plan is signed and the final steps are completed.

Call my office to set up your consultation today.  Todd Courser 810-245-0813