How the Estate Planning Process Works
Efficient Estate Planning Services in Largo, Bowie & throughout Prince George's County
When you choose E. Brown Legal, LLC to handle your estate planning matter, we make it our top priority to simplify the entire process so that it is easy to understand all of your options under the law. We know that estate planning can be stressful, which is why we are here to guide you through each phase so that you can feel confident and make informed decisions that will protect your future.
Drafting a comprehensive estate plan with us can be done in five easy steps:
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Step #1: Give Us a Call at (301) 812-3033
Once you set up a consultation with our firm, we will take the time to sit with you and discuss your situation so we can gain a better understanding of your finances and the types of assets you want to protect with trusts or include in your Will. Once we know your estate planning goals, we can help you make the right decisions and select representatives who will execute your estate plan.
Step #2: Prepare for Our Meeting
Prior to meeting with our attorney, we ask that you collect important information that is relevant to your estate. We will need the following to devise your estate plan:
- Bank & Brokerage Account Statements
- Real Estate Documents
- List of Assets
- Information About Your Heirs
Additionally, we will need information about any guardians, personal representatives, or trustees who will manage your affairs.
Step #3: Meet with Our Seasoned Attorney
We understand that you have a very busy schedule, which is why we offer convenient scheduling options you can work with. In addition to over the phone consultations, we also offer online consultations via Zoom and Facetime.
Step #4: Drafting Your Documents
After we have discussed and laid out your entire estate plan, our attorney will get to work drafting the following documents for you:
After we have drafted the documents you want to include in your estate plan, you will have the opportunity to ask us questions or make any changes.
Step #5: Signing Party
Once we have your approval, we will finalize your documents and get together for a signing party to execute and notarize the documents. We will also provide you with instructions in case you want to modify your Will or change beneficiaries in the future.