What Should I Expect at Estate Planning Appointments?

The estate planning process typically takes three appointments.

Intake appointment: before the meeting, clients complete a confidential family information form. The intake conversation helps determine whether the attorney is the right fit and which planning services best match the client's needs.
Document review appointment: the attorney reviews the draft documents carefully with the client so questions can be answered and revisions can be made before signing.
Signing appointment: clients bring two qualified witnesses, and a notary is arranged for any required notarized signatures. At the end of the appointment, clients leave with their completed estate planning documents.

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