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Estate Planning Process

At The Law Office of Kevin R. Hancock, LLC we walk our clients through the process of estate planning in three easy steps:

 

Step ONE: Counseling

First we will send you an intake form for you to fill out prior to our first meeting. At the first meeting, we Colorado Springs Estate Planning Attorneywill meet with face-to-face for an hour and a half or so to get to know you, learn about you, your family and property, and go over the intake form. From there, we explain the background and purpose of estate planning in more detail, explore options for your individualized estate plan, and counsel you on the best choices for you and your family.

Step TWO: Drafting

The drafting stage is where we put your wishes and choices to paper. After we have met with you and counsel you on your estate planning options and choices, we take all of that information and draft your documents accordingly, including wills and/or trusts, financial and medical powers of attorney and living wills. We then send you a draft of your estate plan documents for review prior to signing. This stage generally takes a week or so to complete, and we always work to ensure that you receive your draft documents a week in advance of your signing appointment.

Step THREE: Signing

The signing stage is the “seal the deal” stage of estate planning. During the first half of the signing appointment, we review and explain all aspects of your documents and answer any questions you have. Once you are satisfied the documents are accurate, complete and you are confident you understand the documents, we formally sign the documents, including two witnesses and a notary, to ensure the documents meet all necessary legal standards for execution.

When you walk through the estate planning process at BlueSage Law, you will not have to wonder if your will and estate plan will meet your family’s ever-changing needs. You will be pleased to discover how much relief and peace of mind comes with having these important conversations with your attorney and getting the right legal protection in place. Call BlueSage Law today!

 

 

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