NH Estate Planning & Elder Law Blog

Monday, February 2, 2015

What is the estate planning process at Ward Legal Group?

Our estate planning process typically starts with a preparation meeting.  Prior to the preparation meeting you would have received information from us, including our Estate Planning Worksheet.  At the meeting, one of our attorneys will meet with you to discuss your estate planning goals, review the Worksheet, and discuss your options for designing your estate plan. 

In some cases we design your plan during the preparation meeting.  In more involved cases, we may schedule you to come back in to have a more in-depth discussion about the design of your plan.  Once the design is established, we will schedule you for a delivery meeting.  At this meeting, one of our attorneys will review your estate plan documents with you and then the documents are signed and delivered to you.

For more information about our process click here.

Ward Legal Group PC is an estate planning and elder law firm serving all of New Hampshire and Vermont, including Keene and the nearby areas of Peterborough, Walpole, Brattleboro, Wilmington and Bellows Falls.

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