So what do I have to do to get my estate plan done?

So what do I have to do to get my estate plan done? Give me a call, then respond to follow-up email from me, review your plan, and sign. It’s that simple.

Stop telling yourself that your estate plan is too much to deal with right now. I will do the “dealing” … you mostly just answer some questions and sign. Relax, I have done this before, many, many times. I will do what I can to make it simple and straightforward.

Call.

If you will click on the “Contact” link provided, you can set an appointment for us to talk by phone in the next week or so. The call should only take around 15 minutes: we’ll talk about basics of your plan, what are the documents, and I will answer your questions.

Follow-up.

After our call, I can email you some of the detail questions I mentioned in our call. Then, you can reply, while I draft your plan. These are questions like, “who should get your house” and “would you like to set aside a college fund?”

Review.

Once I draft your plan, I can send you documents or selected portions for review. You look through this, we can discuss your questions and edits. I can then be sure this is just what you want.

Sign.

We meet to sign. I provide witnesses and a notary. You execute the documents.

Take Action.

Your estate plan is vital to your future and for your loved ones. I know that doing this is something new for you, so I work hard to make it easy. If you will book a call, you are taking step one. Then, I’ll be there for the rest, we’ll talk through it, and you may be surprised at how simple it is. You will be glad to have this completed!

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