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Serving Central Ohio
For Over 40 Years

Wills, Trusts, & Estate Planning

Estate Planning Checklist

Steps in the process:
You will meet with the attorney to review your personal and family situation. This will include a review of your assets and how they are titled, composition and age of family/families. Recommendations will be made about what legal documents you need, and steps you can take on your own.

Please review the will and Estate Planning Checklist and bring the necessary documents and information with you to your first appointment.

The fees for basic wills, trusts and other documents such as powers of attorney and living wills, will be outlined for you at your first appointment.

Time frame:
Once our office has all of the necessary information, most common documents are prepared and usually ready for signature in less than two weeks.

What they should bring/know/have before coming in:
You will be asked to bring any existing wills, trusts, deeds for real estate and prenuptial agreements. Before you come in for this appointment you should consider who you want to be in charge of your estate including an executor, trustee, and a guardian for minor children, if needed. You should also consider alternative people for each of those roles. Refer to the Estate Planning Checklist for more detail.

Part of the services provided can include healthcare directives such as, living will, healthcare power of attorney, as well as recommendations for different methods of titling real estate and other assets to meet your needs.