First, set up an appointment with an estate planning attorney at Bailey Law Firm. You may call or main number at (480) 681-5408 or book online at BaileyLawFirmAZ.com. Once you call to begin the process you will be amazed at how good you will feel knowing you are taking steps to protect your family.
With your appointment set, we will send you our Estate Planning Worksheet. This covers basic information about you, your family, and your estate. We ask that you return the Estate Planning Worksheet to us prior to your initial meeting to assist us in preparing for the meeting and designing an estate plan that meets your goals.
Why complete your estate planning worksheet
Additionally, if you complete the Worksheet, there is no charge for the initial meeting even if you decide not to retain us. This takes a lot of the burden off both the attorneys and you, the client. The completion of the planning worksheet ahead of the meeting will be greatly appreciated.
We call this first meeting the Design Meeting. This is where the magic happens!
What to expect in your design meeting
We will meet with you to discuss your goals and wishes for your estate plan and we will work together in designing your plan. At the Design Meeting, we will get to know you, your family, and your goals and values to incorporate into your plan.
We will answer any and all questions you may have. We will discuss the various options and arrive at an estate plan that you are comfortable with, both in content and price.
Once your estate plan is designed, we will draft the documents to implement it, send the documents to you for your review, and schedule a Signing Meeting to go over each document and ensure they meet your goals and wishes.
Schedule your appointment with us today.
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