ESTATE PLANNING ATTORNEY PLYMOUTH, MN
Estate Planning Services
Guiding you through the estate planning process
When it comes to planning for the future and securing your legacy, estate planning is a great place to start. Here at Signature Law, our clients come first. Our mission is to provide you with top-notch counsel and world-class customer service as we put together a plan that brings you peace of mind. Be it drafting a will or trust or putting together documents to protect you in case of your incapacity, we can help create an estate plan that works for your family and your legacy.
Guiding you through the estate planning process
When it comes to planning for the future and securing your legacy, estate planning is a great place to start. Here at Signature Law, our clients come first. Our mission is to provide you with top-notch counsel and world-class customer service as we put together a plan that brings you peace of mind. Be it drafting a will or trust or putting together documents to protect you in case of your incapacity, we can help create an estate plan that works for your family and your legacy.
Our Estate Planning Services
Estate Planning Process
The process is tailored to the needs and comfort of each client. Generally, however, the process is as follows:
INITIAL CONSULTATION
This is the first meeting between you and an attorney. Here we discuss your estate planning needs and develop a strategy for your estate. This can be done over the phone, over Zoom, or in person at our Plymouth office, or, if you are homebound, in-person at your home. At the end of the Initial Consultation, you will be sent or given intake forms to fill out that give us the information necessary to prepare your estate plan.
DESIGN CONSULTATION
Upon receiving your intake forms we’ll prepare a first draft of your estate plan. Once drafted, we’ll schedule the Design Consultation – our opportunity to pepper you with questions about your estate, clarify what you put in the intake forms, and recommend changes and additional strategies.
SHARE FILE & REVIEW CONSULTATION
After the Design Consultation we will revise your documents and share them with you to review. Don’t worry, we’ll be going over them in detail. In fact, the next consultation is the Review Consultation, where we’ll go over everything pretty much line-by-line to: (i) explain everything, (ii) answer any questions you may have, and (iii) make sure it’s right. Our policy is that nobody signs anything until they understand it. At the end of the Review Consultation we’ll schedule the Signing.
SIGNING
The Signing is the execution of your estate plan. It can take place at our office in Plymouth or, if you are homebound, at your house. Generally, the Signing only takes about ten minutes.
FINAL PACKAGE
After the Signing, we’ll prepare the final estate planning binders. Most attorneys merely give you the final documents and wash their hands of everything. We don’t agree with this approach. Instead, you’ll get a binder with the documents we executed, detailed instructions of what to do (and not do), a host of ancillary supporting documents that fill out your estate plan, a digital copy of the plan documents, and packets of information to distribute to everyone involved in your plan. Essentially, we reverse engineered the probate and trust administration process to answer the question “what information would I need to have the easiest probate or trust administration as possible?” With that in mind, we put all this information in one place.
Our experience with Signature Law was good from beginning to end: responsive, intelligent, focused on details. Gregory Singleton helped us work out the best way of handling some slightly unusual estate planning issues, including understanding the way in which differences in the law in different states would impact our decisions. He was pleasant, patient, intelligent, and a pleasure to deal with, as well as highly professional and knowledgeable.
-Deborah W.
Ready to Get Started With Estate Planning?
If you’re ready to get started with estate planning, we’d love to chat. Simply schedule a free consultation where we can outline our estate planning process, answer your questions, and determine your next steps.