What’s Next?

Preparing for Your Design Meeting

Your next appointment is your Design Meeting, where you'll work with your attorney to make the key decisions that will shape your estate plan. Taking a little time to prepare beforehand will help make your meeting as productive and personalized as possible.

At the heart of our process, is crafting an estate plan unique to you and your families’ individual needs. Before your design meeting, you will be asked to think about important questions for designing your plan. You will also need to gather legal names, birthdates, phone numbers, and addresses for anyone you might include in your plan (if not previously provided). You will also review the Advance Directive booklet, which is a tool to think about how you want medical decisions made on your behalf if you are unable to speak for yourself.

In these meeting(s) we will discuss many things, including:

● Who should manage your legal and financial affairs at your incapacity or death;

● Guardianship for minor children;

● How you want your care managed during incapacity;

● Tax planning and gifting provisions, if applicable;

● Protecting children’s inheritance in the event of a surviving spouse’s remarriage;

● Asset distribution to your beneficiaries, including protecting children’s inheritance in 

the case of divorce;

● End of life care.