Congratulations on Completing Your Document Review Meeting!
Your estate planning documents are almost complete. This page will guide you through the final steps before your Signing Meeting, including helpful resources, answers to frequently asked questions, and everything you'll need to prepare for your next appointment.
What’s Next?
Preparing for Your Signing
Your next appointment is your Signing Meeting, where you'll review and sign your finalized estate planning documents. This meeting is the final step in creating your estate plan and ensures your documents are properly signed, notarized, and ready to protect you and your loved ones.
In this in-person meeting, you will come to our office to sign your documents. Please bring a valid government-issued photo ID (such as a driver's license, state ID card, or passport) for the notary. Your documents will be organized in a custom portfolio, and after the meeting, they will be scanned and made available for secure download.
To-Do List
Review your Trust Draft PDF and email us any edits or questions at least 3 days before your meeting.