Estate planning is a very personal process that is unique to each individual family. Each family will have different needs and wishes, and our job is to ensure that you are 100% satisfied with your plan.
Our estate planning process listed below will give you a brief overview of what you can expect if you engage in estate planning with us. Of course, depending on the needs of the client, the process will vary.
Step 1: Initial pre-consultation with our Client Services Coordinator via telephone. This pre-consultation will allow us to get some basic information about you and your family. We will tenatively schedule an initial consultation, and also send you our consultation forms in the mail right after this call.
Step 2: Initial office/home consultation with an attorney. This consultation will last one to two hours. During this meeting, our goal will be to learn about your family, educate you on estate planning tools available to you, and design a plan together. You should bring the filled out consultation forms we sent you, and also any old wills, powers of attorney, etc. We may ask for additional items for you to bring (we will let you know in our pre-consultation).
Step 3: If you decide you like the plan we present to you and agree to work with our firm, we will then send you a confirmation of basic information to ensure accuracy in your plan. We will also schedule a signing ceremony. Before the signing ceremony, we will send drafts of your estate planning documents via email.
Step 4: At the signing ceremony, we will review your estate plan with you, and ensure that you know exactly how it works. Your estate plan will then be signed by you, witnessed and notarized. We will explain the upkeep of an estate plan as well.
Step 5: Continual review of any plan is crucial. We'll check in with you every year to ensure that your plan still works for you and your family.
Please do not hesitate to contact our firm if you have any questions. Our telephone number is (215) 706-0200 or you may email us at info@jawatlaw.com.