Legacy, covers Will drafting, Estate Planning, setting Trust etc. It may include Business Succession Planning etc.


4/30/20241 min read

Step 1.

Here's a simplified workflow to draft a Will:

1. Initial Inquiry and Consultation:

  • Schedule a consultation to discuss the your needs and wishes.

2. Information Gathering:

  • During the consultation, gather key information:

    • Beneficiaries (who will inherit assets)

    • Assets (property, possessions, etc.)

    • Debts and liabilities

    • Guardianship preferences (if minor children involved)

    • Executor (person responsible for carrying out the will)

      • Spouse or immediate family member, who might be benefiary can be the Executor but ...

3. Will Drafting:

  • drafts the will based on the information gathered.

  • Use plain language and avoid legal jargon whenever possible.

4. Review and Refinement:

  • Review the draft will .

  • Schedule a follow-up meeting to address any questions or concerns.

  • Refine the will based on the feedback.

5. Will Execution:

  • Once the final draft is approved, arrange a signing ceremony.

  • Signs the will in the presence of witnesses (as required by law).

6. Storage and Distribution:

  • a copy of the final will for safekeeping.

  • Offer secure storage options for the original will (optional service).

  • To understand the process of probate (may require separate consultation).

Additional Considerations:

  • Consider offering online consultations or document review options.

  • Ensure clear communication with consultant throughout the process.

This simplified workflow focuses on a basic will. More complex situations might require additional steps or legal expertise.

Step 2

Contact us.