The Estate Planning Process Behind the Scenes

Sep 21, 2016

Estate planning can seem like a daunting process.  There’s a lot to consider—do you need a trust, or is a will sufficient?  What’s the difference between them?  Who should you name to take care of minor children in the event that you can’t take care of them?  Who should you name to take care of you in the even that you can’t take care of yourself?  Isn’t estate planning just for the wealthy?

These kinds of questions are exactly why the attorneys at Ambler & Keenan offer a free, one-hour initial consultation.  They understand just how many decisions are involved in this kind of planning and are happy to help you make the right choices. When you have your estate plan done by Ambler Keenan Mitchell Johnson, the documents you receive will have not only been drawn up with you and your specific situation in mind, but they will also have been carefully reviewed by two of our attorneys.

After you meet with your attorney for your initial consultation, you receive a written summary of the estate plan you discussed during your meeting.  This summary breaks things down into plain English, and it gives you a chance to make sure everything reflects your wishes, that your friends and family members’ names are spelled correctly, and that nothing and no one was missed.

Once you’ve reviewed your summary on your own, your next step is to schedule a phone conference with your attorney.  You then go over the summary with them, step by step.  This gives you a chance to point out any changes that you’d like to make.

From there, your summary is used as the basis for drawing up your estate planning documents.  A first draft is reviewed by one of the attorneys, and then changes are made.  After that, a second attorney double checks that everything is perfect for you.

Once all the documents have gone through their second round of revisions, the only thing left to do is sign your documents and put your estate plan into effect!

Every plan drafted at Ambler Keenan Mitchell Johnson is held to this rigorous standard.  Our goal is always to help our clients get the documents they need, exactly the way they need them.

If you are interested in scheduling an initial consultation with one of the attorneys at Ambler Keenan Mitchell Johnson, please call us our office at 303-407-1542.

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