The Estate Planning Process
At Posteri Legal, we strive to be transparent about the estate planning process. Estate planning generally proceeds as follows; the process will be tailored to your needs.
When you contact Posteri Legal to schedule your appointment, you will be given a choice of appointment times. Evening and weekend slots fill up fast, so make sure to ask about them! When you have scheduled your appointment, you will be sent an Estate Planning Questionnaire to fill out. This Questionnaire asks for basic information, such as names and contact information for you and your family, as well as more in-depth information, like finances, family complications, and your goals and concerns.
At the initial meeting, you will sit down with Christine to discuss your goals, your concerns, and your situation. At the end of the meeting, Christine will recommend a plan tailored to your wishes and your needs. You will receive a quote for the work at that time.
When you decide to proceed with your estate planning at Posteri Legal, you will receive a written Fee and Engagement Agreement to review and sign. This letter outlines the estate plan you have chosen, the associated fees, and the next steps you'll take.
You will receive drafts of your estate planning documents to review. At this stage, we can meet to review your drafts together to answer any questions you have and make any changes you want. It's important that you are comfortable with your estate plan when you sign it, so don't hesitate to ask questions and make changes until you're happy with the result.
Your estate plan is not legally binding until you have signed it in front of witnesses. You will sign each document and, if necessary, discuss the next steps you should take to complete your estate plan.
Once you have signed your estate plan, we will make you a full set of copies and prepare instructions for you regarding any changes you need to make to your accounts and beneficiary designations, as well as full instructions for funding any trusts you may have established. You will also receive digital copies of your completed documents and organizational tools for keeping your estate plan in order.
Once you have your completed estate plan, you should review it every few years to ensure that your plan still conforms to your wishes and to make sure there have not been any major changes in the law that would affect you. It is also a good idea to revisit your plan whenever you have a major life event, such as births, marriages, deaths, divorces, or even moving from state to state.