During your estate planning interview you will be completing your estate planning documents. Our estate planning attorneys, working through our software, will recommend the right documents (either a will or trust package) for you and your family. Here is a helpful support article that explains the difference between a will and a trust.
Prior to your appointment, please review the Appointment Guide that will be emailed to you. This guide will give you a preview of the questions you will be answering during your interview
In the estate planning interview,
- You will be guided to complete a quick intake that allows our attorneys to make a recommendation of either a will or a revocable trust.
- You will work with an estate plan specialist or your financial advisor to complete the estate plan in our software - naming beneficiaries, guardians, etc.
- The attorney will review all the answers to your questions and approve the documents for creation then you pay for the plan with a credit or debit card.
- You will then receive the estate plan binder in the mail, which will be ready for your signatures.