WHAT IS THE PROCESS FOR CREATING AN ESTATE PLAN?
WHAT IS THE PROCESS FOR CREATING AN ESTATE PLAN?
At Ogborne Law, we follow a basic four-step process. The first step is to assess your unique situation, including a review of your assets and a comprehensive review of your family dynamics.
After the initial discovery step, we create a plan that takes into account your goals and family needs. Next, we will sit with you and review that plan before we put it into place. The purpose of this is to ensure you understand all of the provisions in place and address any changes before executing the final documents. Once the review meeting is completed, all of the necessary documents are drafted and signed to complete the process.
We will meet with you annually to make any updates as your needs change.
Engaging with an attorney to protect your family is never an easy step. Whether you need to protect your family from the unthinkable or restructure your family through collaborative divorce, we’re here to help. When you’re ready to schedule a consultation with Michelle Ogborne, please visit the scheduling page to get started.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
