The Signing Meeting:  Where your estate plan comes to life

The signing meeting marks the culmination of your estate planning journey. seniors signingDuring this important meeting, we will carefully review the estate planning documents we drafted based on your wishes and ensure they accurately reflect your intentions. Here's what you can expect:

1. Comprehensive Review:

  • We will go through each document together, meticulously reviewing its contents. This includes your will, trusts (if applicable), powers of attorney, and any other relevant documents.
  • We will provide clear explanations of each document's purpose and its implications in layman's terms, ensuring you fully understand the contents and consequences of signing.
  • Feel free to ask any questions you may have throughout the review process. No question is too small or insignificant when it comes to your estate plan.

2. Addressing Concerns and Making Refinements:

  • If any aspect of the documents raises questions or concerns, we will discuss them in detail. I am here to address any uncertainties and ensure you feel completely comfortable and confident before proceeding.
  • Based on your feedback, we can make minor adjustments to the documents if necessary. However, significant changes might require scheduling a follow-up meeting to ensure all legal requirements are met.

3. The Formal Signing:

  • Once you are satisfied with the documents and all your questions are answered, we will proceed with the formal signing.
  • You will be required to sign each document in the presence of a notary public, who will witness your signature and verify your identity. Witnesses may also be required depending on your state's laws and the type of documents being signed.
  • We will guide you through the signing process, ensuring everything is completed correctly and in accordance with legal formalities.

4. Safekeeping and Next Steps:

  • Once all documents are signed and notarized, we will provide you with the originals for your records, and we will retain certified copies. 
  • We will discuss the next steps, which may include informing beneficiaries of their roles and responsibilities outlined in the plan and ensuring you understand how to access your documents if needed in the future, and funding assistance where you have asked us for assistance.

Additional Considerations:

  • It's important to bring a valid form of government-issued photo ID to the signing meeting for verification purposes.
  • If you have any specific requests regarding the storage or distribution of the original documents, feel free to discuss them during the meeting.
  • Remember, your estate plan is not a static document. It's vital to review and update it periodically to reflect any changes in your life circumstances, such as marriage, birth of children, or changes in wealth.  Ask us about our maintenance program, which we will discuss at the signing meeting.

We understand that estate planning can be a complex process, and the signing meeting is a crucial step in finalizing your plan with confidence. Our role is to ensure you fully understand your documents, feel empowered to make informed decisions, and have peace of mind knowing your legacy is secured according to your wishes.