The Estate Plan: Step by Step
Complete a questionnaire HERE prior to the date of your initial meeting. The information requested is used to determine the type(s) of estate plan that would best fit your needs and concerns.
Schedule a consultation* HERE; Please make sure to have your questionnaire submitted prior to your consultation meeting date.
Sit back while your estate plan is drafted. The information you have provided will be incorporated into your personalized documents. Unless additional information is needed, there is nothing for you to do during this time.
Attend signing meeting*. During this 1-hour meeting you will review and sign your documents. Witness and a Notary will be provided. You will leave this meeting with a finalized estate plan and instructions.
* Please note: Unless other arrangements have been made, Meet & Greets and Consultations will be held virtually via Zoom or by conference call. Signing meetings are scheduled as in-person meetings in Rochester, Michigan. Generally a complete estate plan will take 2-5 weeks from the date The Law Office of Kelly T. Braun, PLLC is retained. Of course, exceptions to this time frame may be possible when necessary.