Congratulations! We’ve decided that we are a good fit to work together on your legacy! Now, it’s time to outline the next steps to ensure a smooth and effective planning process. 

1. Designing and Drafting Your Estate Plan

Once we have all the necessary information, we will have a personalized Design Meeting to discuss what the plan is for your estate and wishes. After this, Plan Ahead will draft your estate plan, including essential documents like a will, trust, power of attorney, and healthcare directives. You will have the opportunity to review these drafts, ask questions, and request modifications that reflect your intentions accurately.

2. Review and Finalize

After any revisions, you’ll review the final documents. Pay close attention and ensure every detail aligns with your wishes. Once you’re satisfied, we will have your Signing Ceremony to make the documents legally binding.

3. Plan for the Future

Estate planning is not a one-time event. Regular reviews are essential, especially after major life changes such as marriage, divorce, or births. Feel free to discuss with our attorney at Plan Ahead how often you should revisit your plans to ensure they remain up-to-date.

You are about to create a comprehensive estate plan that reflects your goals and provides peace of mind for you and your loved ones. Taking proactive measures today will help secure your legacy for tomorrow.