Question: "What is the process of working with Stacey to complete your
Will and other estate planning documents?
Answer: It's straightforward.
Step 1: Complete the
Estate Planning Form on this
web site. This form asks a lot of questions about your assets, family
members, etc. Although it can be lengthy and time consuming to
complete, this information is needed in order to develop a
comprehensive estate plan.
Even if you do not plan to distribute anything
to a family member, it is smart to identify that person and helps
prevent legal challenges down the road. By providing dates of
birth and contact information for all family members, it helps to
track them down later in the event that they move after you've
completed the Will.
By providing information about your assets, it
helps determine the overall picture of distribution as well as whether
or not tax planning is desirable.
If two people want to do their estate planning
together, such as a husband and wife, you each need to complete
separate forms. However, if the information on a portion of the form
would be the same for both of you, you only need to complete that
portion once.
If you have any questions about completing the
Estate Planning Form, please
contact Stacey - info@staceyromberg.com.
Step 2: Send
completed form to Stacey, either by
mail, e-mail or fax.
When you send it in, please indicate some dates and times that you
would be available for an initial consultation.
Office Hours.
Step 3: You
are contacted to schedule an appointment.
Step 4: You
confer with Stacey to discuss your estate planning needs. She
makes recommendations. Generally, all estate planning work is done on
a hourly basis. If you feel comfortable with the recommendations
and pricing, you will enter into a clear written fee agreement for the
legal services. Payment is due prior to the initiation of work.
Step 5:
Stacey drafts all documents, and sends them to you for your review.
You can ask questions and make changes to your documents.
Step 6:
Once you are satisfied with your draft documents, you schedule
another appointment to sign everything. There are technical legal
requirements involved with signing a Will, so it's important that you
sign everything in front of a paralegal who is knowledgeable about
these requirements.
Step 7: You
receive your original documents in the mail, along with a letter
providing further instructions for storing your original documents and
when they need to be changed.
Step 8:
In
approximately five years, you will be contacted by Stacey's office to see if any
changes need to be made to your documents. It is important to review
these documents periodically, to ensure all information is up to date.
Any questions? Please contact Stacey's office at
inquiry@staceyromberg.com
This overview provides general information and
not legal advice or opinions on specific facts.
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