The process of working with an estate planning lawyer, you can find that oftentimes clients are sort of nervous because they don’t know what to expect and they don’t really know how to engage with a lawyer in this area of law. So usually there are three phases of working with an estate planning lawyer.
1. In the first phase you and the lawyer are really trying to get to know each other and make sure you’re a good fit and if you decide to move forward the lawyer might start collecting information from you about you, your family, and the assets that you own so that he or she can best plan for you. Once you’ve decided to hire that lawyer, the lawyer will take all of that information that they’ve gathered and started drafting documents for you to carry out your wishes based on the information that’s been collected so far.
2. In this phase, the second phase, usually there will be draft documents sent to you with an explanation of what those documents do and once you’ve signed off on them you’ll arrange for a time to come into the lawyer’s office or meet with them to have all of the documents signed and properly witnessed or notarized.
3. In this last phase usually, the lawyer will talk to you a little bit about what you need to do to make sure your estate planning documents continue to be effective for the duration of your life and what steps you need to do to make sure that those documents are effective. After all the documents have been signed, usually it’s a good idea to follow up with the lawyer maybe once every two or three years, or after any major life events happen such as the birth of a child or the death of a family member. But that is essentially the process of what it’s like to work with an estate planning lawyer.