Legacy

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.