Estate Planning Process

Estate Planning at Welch Law is typically completed in three steps. The steps are designed to help our clients achieve peace of mind, without the need for a long drawn out process. 

Estate Planning

First

We guide our customers through a comprehensive consultation. During which, we explore their family history, their wants and desires, and then educate them on the various legal and non-legal tools we can implement to achieve those goals.

Download your estate planning checklist:

Single Estate Planning Questionnaire

Couple Estate Planning Questionnaire

Joint Estate Planning-Conflict Waiver

At the conclusion of our first meeting, we ask if you are ready to make a decision on how you would like to proceed. We have two estate planning packages that fit most of our clients’ needs. Our individualized Trust Packages and Will Packages will accommodate most families. 

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Second

Soon after the initial consultation we begin crafting your estate planning documents. During this step, we will build your wills, trusts, power of attorneys, and other legal documents based on our conversation during the first meeting. All with the end goal of achieving your wants and desires. (Learn the Terminology)

While we are crafting your wills or trusts, we will keep you updated. If we have not already done so, we will schedule your next appointment. This next appointment is the third step in our estate planning process.

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Third

Typically 1-2 weeks after our initial consultation, we meet for the second time. During this meeting you will sign all of the documents we prepared for you. We will also provide advice and instructions on follow-up steps you will need to take in order to put your estate plan into action.

After all your estate planning documents are signed, we will prepare a copy of your documents and provide you with the originals. It is important to protect your documents and put them in a location where others can find them if they are ever needed. We frequently recommend fireproof safes, at another location, or even in the freezer.

While we conclude our representation at this time, we highly encourage our clients to call or contact us. Whether it is a simple question, or a change in their circumstances, staying in touch with your estate planning team is a critical step in making sure your plan works.

Learn More About

Wills

Trusts

Take the First Step Today!

Contact us to schedule an initial consultation today! Request Consult