There is some important information we need to discuss with you in order to determine the right type of Last Will and Testament best suites your needs. We will ask you for your personal information, information about your immediate family members, financial information which is the primary factor in which type of Will, and life insurance information. Finally, we will ask you to whom you want to bequeath your estate to. The checklist is four pages long, and should be relatively easy to complete. We are happy to send you the checklist, or meet with you in person to review it.
Once we have the information, we will draft the document and send it to you for review. Upon your approval, we will schedule a time to meet with you to have to sign the documents. Two witnesses and a notary will also be present.
The signed documents will be given to you to keep. We suggest that you store it in a safe place.