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PLAN AHEAD

Your Signing Ceremony

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Preparing for the future.

Your Signing Ceremony is a formal event where you, as the client, and a representative of Plan Ahead meet to finalize and execute your estate planning documents. This ceremony is an important step in the estate planning process, formally putting your estate plan into effect. It can occur at Plan Ahead’s office or somewhere near you, even in your home! Here’s an overview of what typically occurs during the ceremony:

1. Execution of Documents: You will formally sign the documents. Depending on the type of documents being executed, you may need to sign multiple copies. Many estate planning documents require witnesses to your signature for them to be legally valid. In some cases, notarization may also be needed. Plan Ahead will ensure that all necessary requirements for execution are met.

2. Distribution of Copies: After signing, Plan Ahead will typically provide you with copies of all executed documents. It’s important to keep these in a safe place, and you might want to share copies with trusted individuals, such as family members or executors.

3. Discussion of Next Steps: Plan Ahead will discuss how to implement your estate plan, including how assets should be titled or transferred to trusts if applicable. We will also discuss the importance of periodically reviewing and updating your estate plan to reflect changes in your circumstances or laws.

4. Celebration of Completion: The completion of your estate plan is often regarded as a significant accomplishment. This is a moment to be proud of, knowing that you have taken crucial steps to ensure your wishes will be honored and your loved ones protected.

Your Signing Ceremony is not just a formal procedure—it’s an important event that ensures your wishes are legally documented and respected after your passing. It marks the transition from planning to implementation and gives you peace of mind knowing that your estate plan is complete and legally binding.

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