The first step in planning your estate is taking stock of your assets and debts and deciding who you wish to manage your estate and who you wish to benefit from it. For more information about the matters your estate planning documents – your Will, Enduring Power of Attorney, and Personal Directive – cover, please refer to our Estate Planning Information Sheet. Our lawyers will discuss these questions with you at an initial consultation, and they will provide you with legal advice about how to structure your estate and estate planning documents to best reflect your wishes.
We welcome you to contact our office to arrange for an initial consultation. After we have met with you, we will draft your estate planning documents and provide the drafts to you for your review. Once you have approved the documents, we will meet once more to execute the final copies.
The first step before retaining one of our estate lawyers is to come in for an initial consultation, where we can provide you with information and advice about the estate administration process and the responsibilities and liabilities of an executor. This meeting will allow us to assess the steps that are required to administer your loved one’s estate and to assist you in getting started on the process.