After your estate plan is drafted, we will send it to you for your review. At minimum, you should confirm:
- Your name(s) are spelled correctly
- The names of your beneficiaries and decision-makers (referenced as agents) are accurate
- The names of your beneficiaries and decision-makers are spelled correctly
- Beneficiary distribution instructions are stated as you intended
Some clients like to read every word and some like to just confirm the basics noted above. Please feel free to review as much of the document as you would like. Lisa Mathews, Esq. is happy to address any questions you have.
If anything needs to be changed in the drafts, you may respond back via email, via the portal, or by emailing admin@mathewslawpllc.com.
When you’re ready, we’re ready. Schedule a time to chat to get started.