estate planning process

Design Session(s)

1. Make appointment.
2. Complete and return our Design Session form within five (5) business days of your Design Session.
3. We call our first meeting as client and attorney, the Design Session. Depending on your circumstances we will need either one or two design sessions. During these sessions, we will continue our conversation from the complimentary consultation about the type of Estate Plan that best fits your purposes and clarify all pertinent information needed to develop your estate plan.
4. Expect the session to last 1 to 2 hours. 
5. We will ask you for the best way to stay in touch with you during the development of your Estate Plan so that we can get timely answers to questions that may arise.
6. About four weeks after the Design Session(s), we will mail a draft Estate Plan for your review.
7. While your Estate Plan is in development, you are welcome to call any time with questions or additional information.

Probate
Elder Care
​Trust Administration
Estate Planning

• Trusts
• Wills
• Incapacity 
• Minor Children
• Animal Companions
• Review Your Trust

Estate Plan Maintenance
​
Getting Started
Initial Consultation

Signing Session

1. After you have reviewed your Estate Plan draft, we will schedule a meeting to finalize and sign your documents. 
2. ​A notary and two witnesses will attend the portion of the signing session where there signatures are needed.

Optional Family Care Meeting
At your complete discretion, you may schedule a meting to include your family member, executors, trustees, agents and beneficiaries so that Confluence Law Center can help you educate them about your plan, why it is designed the way it is, and their roles. This meeting only occurs if you so choose. Specific financial information is not revealed during this process, again, unless you so choose.

Follow Up Support
​Follow up questions, after the signing are welcome. Confluence Law Center provides you the support you need as you asimilate the details of your plan. 
In the first three months after signing, should you have changes you want to make to your estate planning documents, Confluence Law Center will make those revisions without legal fees. Confluence Law Center wants you to have the time you need to thoroughly review your estate plan, ask further questions and determine if there are any final changes you need to take to ensure that everything is correct according to your intended outcome.