How does Barrett Law, LLC.'s process work? An explanation of the three meeting process.
Estate planning can be an overwhelming task, but I'm here to make the process effortless for you. With just three virtual meetings, we can complete your estate plan without any added stress. We understand that everyone leads busy lives, so we offer flexible scheduling options that fit your needs. Morning and evening meetings are available to accommodate your schedule. The three meetings include the Peace of Mind Planning Session, Design Meeting, and Document Review Session.
Peace of Mind Planning Session
During the Peace of Mind Planning Session, I will guide you through the estate planning process.
First, we'll review the state laws that dictate how your estate will be distributed without an estate plan.
Next, I'll use the information you provided in your Family Profile to compare two estate planning options: wills and trusts. We'll discuss the pros and cons of each.
Then, based on your preferences, we'll determine which estate planning tool is best suited for your family.
Lastly, we'll discuss my unique flat fee schedule, get a contract sent to you via e-signature, and choose a date for your Design Meeting.
Your Design Meeting allows me to gather all the information needed to draft your will or trust. Some of this information includes individuals you would like your estate to pass to, guardians for your children, who you would like to handle your affairs if you become incapacitated, and individuals that have access to your medical information should you become incapacitated in order to make decisions for you. I will take the information you provide in your Design Meeting to draft your estate documents. After your documents are drafted, we will schedule a Document Review Session.
Document Review Session
The Document Review Session, a meeting where we will assess the draft estate plan documents to ensure that names and pertinent information are accurate and reflect your intentions. Any necessary edits will be made, and you will be provided with the revised version for your review. Once you approve the changes, the documents will be sent to you with detailed instructions on how to execute your estate plan.