Preparing For Your Estate Planning Session

After scheduling your appointment, you will receive your Estate Planning Worksheet. Your completed Estate Planning Worksheet must be returned to our office at least 3 days prior to your Estate Planning Session, either by mail or electronic mail so that we can properly plan for our time together. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.

If you have existing estate planning documents or deeds to real property, please make sure that you send them to our office with your Estate Planning Worksheet so that we can review them prior to meeting with you.

What To Expect The Day Of Your Estate Planning Session

On the day of your meeting we will dedicate 2 hours to you. The initial meeting helps to identify whether there is a good fit between you and our team, and to collaborate with you to utilize the best estate planning tools for you and your family. By assessing your current plan, together with your attorney’s guidance, you can choose our Family, Trust or Wealth Plan that will be the best for you to protect your family.

What Happens Next?

Once you and your attorney have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection. We will schedule a meeting for you to sign your Estate Planning documents approximately 4 weeks later.

At the final signing appointment, we review your documents with you to make it easy for you to understand your Estate Plan. You will be certain that we understood exactly the way you want things to happen and that your loved ones will be in excellent hands with our firm. This is only the beginning of our relationship. At our final meeting, you will pick up your original executed documents and a USB containing electronic copies of all of your documents along with further instructions for you and your loved ones. We will also verify that all of your asset transfers are moving forward and are on track with the Plan you have chosen. We are happy to answer any question that may arise, and there’s no charge for that!

What Happens After I Sign My Estate Planning Documents And Take Them Home?

After the planning and execution phases are completed, we urge you to reach out to us to review your Estate Plan a minimum of three years later, at no charge. Our St. Petersburg Estate Planning Attorneys will look at any changes in your life and any changes in the law to make sure your documents are still doing what they were designed to do. Finally, we are always here for you and welcome your communications!

You’ll be amazed at how easy and painless the entire planning process will be for you and your family. After meeting with us, clients routinely say, “Wow, if we had known how easy this would be, we would have done it years ago!”

Find Out How A St. Petersburg Estate Planning Attorney Can Assist You

Whether you are entering retirement or graduating from college, taking the steps to create an adequate estate plan will give you peace of mind and will ensure that your beneficiaries have a simpler time settling your affairs. At Kira Doyle Law, we help clients of all ages design the estate plan that is right for them and their loved ones. Please call our office at 727-537-6818 to learn more from our experienced St. Petersburg estate planning attorneys today.