When most clients first come into our office with their estate planning questionnaire in hand, they will have the opportunity to meet with an attorney face to face. rather than a paralegal or administrative assistant.  If at the end of the initial meeting an estate plan is authorized, then a second meeting is scheduled.

At the second meeting, the attorney will review the client's estate plan paragraph by paragraph.  This process is required so that each client can have explained to them in layman's terms what their estate plan actually says.  Our goal in doing this procedure is to give our clients the opportunity to understand what they are signing to the fullest extent possible.

Depending on the estate plan this second meeting can last for 2-3 hours.  If the estate plan also includes a funding component, documents needed to assist in the funding are for the most part available to sign at this second meeting.

At the end of the process, the client is left with a fully integrated estate plan.