Ensuring Your Legacy
A last will and testament is a foundational legal document that dictates your final wishes regarding the distribution of your assets and the care of any minor children. Our practice specializes in drafting tailored wills, both simple and complex, ensuring that your wishes are honored and legally recognized.
Why Create a Will?
Creating a will is a vital step in managing your estate and essential for anyone who wishes to have control over the distribution of their assets after their passing. Without a will, your estate may be settled according to state laws, which might not reflect your personal wishes. A will is crucial for:
- Preventing Disputes: A clearly written will can help prevent misunderstandings and disputes among your heirs, ensuring that your assets are distributed according to your specific desires.
- Protecting Minor Children: A will allows you to make provisions for the care of your children, including naming their guardians.
- Minimizing Legal Challenges: Properly drafted wills are more likely to withstand legal challenges and can expedite the probate process.
- Protecting Partners: If you are unmarried and wish to leave your assets to a friend or partner, a will is critical.
Whether you are looking to establish your first will or update an existing one, our firm is here to guide you through each step.
The Process of Creating Your Will
Initial Consultation
Setting up a will begins with a consultation, which can be scheduled in person at our office or via video conference. This initial meeting is crucial, especially for those who are drafting a will for the first time. Whether you are a young parent or an established individual with significant assets, we are ready to assist you.
Intake Form
After the initial contact, we will ask you to complete a detailed Estate Planning Intake Form. Understanding that the form is comprehensive, we encourage you to fill it out to the best of your ability; however, it’s acceptable if some details are pending—we will cover these during our consultation.
Consultation Details
- Family and Assets: We will need accurate details about your family structure, the correct spellings of family members’ names, details about your assets, how they are held, and their approximate values.
- Financial Advisor Participation: You are welcome to include your financial advisor in the consultation to ensure all financial aspects are considered.
Meeting and Recommendations
During the consultation, we discuss the necessary components of your will based on your unique situation. We aim to provide clear recommendations, narrowing down the options to what best suits your needs.
Engagement and Follow-Up
Following our meeting, we will send you an engagement letter outlining the scope of our services, a link for payment, and the timeline for drafting your will.
Commitment to You
Our commitment is to provide you with a seamless experience that respects your time and intentions. We ensure that your last wishes are not just documented but are legally robust and reflective of your wishes.
Contact Us
Ready to begin the process or need more information? Contact us today to schedule your consultation and take the first step toward securing your legacy.