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As Simple as 1,2,3

David Semmelman - Monday, November 03, 2014

Going to a lawyer to have a will prepared to protect your loved ones can seem like a daunting process. In reality it is as simple as 1, 2, 3.

1. The first step in the process is to meet with an experienced estate planning attorney. At the initial meeting the client and the attorney should talk about who she would like to leave her estate to, her assets, who will take care of any minor children, and who will manage the estate.

2. The second step is the drafting of the documents. Once the documents are drafted, they are sent to the client for review. After reviewing the documents the attorney and the client will work together to make any changes.

3. The third step in the process is the execution of the will. The proper execution of the document is an important step.

Clients are often surprised at how painless it is to have a will prepared by an experienced attorney. The peace of mind that comes with being able to cross that task of their "to do" list is priceless.



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