Understand your legal journey step by step
30-60 min
Meet with your lawyer to discuss your goals, family situation, and assets
1-2 weeks
Compile financial documents, beneficiary information, and property details
1-2 weeks
Your lawyer prepares your will, trust, powers of attorney, and healthcare directive
3-5 days
Review all documents and request any changes
1 hour
Execute documents with proper witnessing and notarization
1-3 days
File necessary documents and securely store originals
Yearly
Yearly check-in to ensure your plan stays current
Total Estimated Timeline
4-6 weeks