Know the scope
Personal attention to the details.
Put your wishes in writing.
Document preparation and estate-planning advice are not the same service. We can discuss the documents you want prepared and the information needed to produce a draft. An attorney should advise you about which documents fit your goals, beneficiary choices, tax issues, trust funding, and the legal effect of what you sign.
Preparation support may include
- Preparation of selected will or trust documents
- Typing of names and directions you provide
- Organization of information for the requested document package
- Revisions to drafts based on your review and instructions
What to have ready for your conversation
- The documents you have selected or your attorney’s instructions
- Names and contact information requested by those documents
- Existing documents you intend to update
- Your written directions for the new draft
Official information: View the public resource