How Long Does the Estate Planning Process Take?

Written By Annette K

At our firm, the process typically takes a few weeks from your initial meeting to receiving your final documents. The exact timeline depends on factors like the complexity of your plan and scheduling availability.

1. Initial Meeting

We begin with a complimentary consultation—by phone, or via video.

  • You share your current situation and goals.

  • The attorney explains your options and helps you decide on a plan.

  • You receive a personalized quote.

2. Document Drafting

Your attorney prepares all documents tailored to your needs.

  • Additional phone or email communication may be needed to confirm details.

3. Document Signing

We review your final documents with you to ensure you fully understand your plan.

  • You sign and execute the documents.

  • Some may require notarization, witnesses, or recording with the appropriate authorities.

4. Document Delivery

Once your signed documents are scanned and organized, we make them available for both:

  • Mail delivery

  • Electronic copies

We also provide instructions for any next steps you should take to put your estate plan into effect.

Annette K
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