At Bequest Law, we believe that creating an estate plan should be a straightforward, transparent process that gives you peace of mind about your family's future. As Atlanta's trusted estate planning attorneys, we have developed a comprehensive estate planning process that makes securing your legacy simple and stress-free.
Understanding Our Estate Planning Journey
Many clients come to us wondering what to expect during the estate planning process. We have designed our approach to be thorough yet efficient, typically completing your entire estate plan within just two weeks from our initial consultation. Here is how our estate planning journey works:
Step 1: The Complimentary Consultation
Your estate planning process begins with a free 15-minute call with one of our experienced attorneys. During this initial conversation, we will:
Broadly discuss your estate planning goals
Identify potential needs specific to your situation
Answer preliminary questions about the estate planning process
Provide a general overview of what solutions might work best for you
This no-obligation consultation helps us understand your unique circumstances and allows you to determine if Bequest Law is the right fit for your estate planning needs.
Step 2: Scheduling Your Planning Session
Once you decide that Bequest is a good fit, we will schedule a comprehensive 1-2 hour planning session with our attorneys. This meeting typically takes place via Zoom for your convenience, allowing you to participate from the comfort of your home.
Before this session, we send you a secure link to complete any new client information. This preparation ensures we make the most of our time together and addresses all aspects of your estate planning needs.
Step 3: Your Comprehensive Planning Session
In the planning meeting we dive deep into your specific estate planning requirements. Specifically, our attorneys will:
Review your assets and family situation in detail
Discuss your wishes regarding inheritance and guardianship
Explain various estate planning tools and their benefits
Address all your questions and concerns
Guide you through important decisions
Ensure you are comfortable with all your choices
Our goal is to make sure you fully understand each aspect of your estate plan and feel confident about the decisions you are making.
Step 4: Document Drafting Phase
Following our planning session, our legal team sends the first half of the invoice and then gets to work drafting your personalized estate planning documents. Our established timeline ensures efficiency:
If applicable, we will correspond with your financial advisor to make sure we can carry out your plan seamlessly.
A full week before your signing date, we will email you electronic drafts of all your documents for your review and accept any edits or clarification you may have.
Then, we will prep your documents for signing.
This review period is essential, giving you time to carefully consider each document and ensure it accurately reflects your wishes.
Step 5: The Signing Appointment
The final step in our estate planning process is the in-person signing meeting. During this meeting we:
Walk you through each document in detail
Oversee the proper execution of all legal paperwork
Ensure all signatures and witnessing requirements are met (notary + witnesses provided)
Collect the remaining balance of your invoice
Answer any final questions you may have
Step 6: Document Delivery
After your signing appointment, we:
Scan all your documents to create electronic copies
Package your original documents securely
Mail the complete estate planning package to your home
Provide electronic copies for your digital records
Follow up with your financial advisor so they may follow through with retiring any accounts and/or adding beneficiary designation that mirror your estate plan
Why Our Estate Planning Process Works
Our goal in estate planning is to create a straightforward estate planning process for our clients. To do so, we have incorporated a system that is efficient, transparent, personalized, convenient, and comprehensive. From start to finish, your estate plan is typically completed within just two weeks, and our virtual consultations and electronic document reviews save you time and travel along the way. Our clear process aims to eliminate surprises in order to keep you informed at every stage while ensuring your estate plan is custom-tailored to your specific needs and wishes and works together seamlessly.
Ready to Begin Your Estate Planning Journey?
Starting your estate plan is easier than you might think. Our comprehensive estate planning process has helped countless families throughout Atlanta and beyond secure their legacies and protect their loved ones.
Don't leave your family's future to chance. Contact Bequest Law today to schedule your complimentary consultation and take the first step in your estate planning journey.
At Bequest Law, we specialize in straightforward estate planning and probate services in Atlanta. Our commitment to transparent pricing ensures you know exactly what to expect, while our compassionate approach makes tough conversations easier. We help families create customized estate plans that provide long-term security and peace of mind. Plan for the future with confidence—because protecting your legacy starts today!