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Preparing a Will - The Process


We understand that planning your Will is not something that many people enjoy doing. Contemplating your own death is not an enjoyable exercise for most people. Unfortunately, death comes for us all; procrastinating the preparation of your Will will not stave off the inevitable. 


Our Guarantee to you: preparing your Will will not cause your death. In fact, Estate Planning provides a great opportunity for you to think about how you want your family and friends to be taken care of after you are gone. 


It is important to remember that your Will is not just for you; a well-drawn Will helps the loved ones you have left behind. The passing of family and friends is very traumatic. A Will can help alleviate some of the stress associated with the passing of a loved one.


This post outlines the process of preparing your Will. The Intake Information Form provides some of the questions I will be asking you during our initial consultation. The Intake Form is not exhaustive, and it is not meant to anticipate every possible scenario; however, it attempts to help you think about what it is you wish to achieve from preparing your Will.


Preparing your Will requires at least two meetings. The initial meeting is a free consultation, it will consist of you and I going over what you intend your Will to accomplish. This is the time for you to ask us questions. We will also be asking questions of you. The goal of the initial consultation is to be interactive and informative. This provides us an opportunity to learn about you and your estate planning goals because there is no “one size fits all” Will.


After the initial consultation, we will prepare your draft Will and forward it to you for review. It is very important that you review the draft Will to ensure it is what you want.


Once you approve the draft Will, there will be a second meeting, at which time you will sign the Will.


Please let us know if there is any reason requiring the preparation of your Will to be expedited. For example, you are going on vacation or having surgery.


We hope this information is helpful. If you have any questions, please do not hesitate to contact us.

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