Tag Archives: estate planning consultation

What to Expect When You See a Lawyer About Estate Planning (Part Two)


What Happens in the Estate Planning Process After the Initial Consultation. Different lawyers conduct estate planning in different ways.  Part One of this post topic explored the initial consultation. This post discusses what happens after that consultation. The basic phases … Continue reading

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What to Expect When You See a Lawyer About Estate Planning (Part One)


What Happens When You See a Lawyer About Estate Planning? The basic phases of estate plan creation are: initial consultation; information gathering and planning; drafting; review; and signing. Afterward, there are funding steps and there should be ongoing review and … Continue reading

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