Typical Timeline for an Estate Plan
On average, it takes around 2 to 3 weeks to complete a tailored estate plan. This timeline begins once the client provides all the necessary information.
It’s important to note that the process focuses more on gathering key details from the client rather than requiring a vast amount of documents upfront.
The first step is collecting detailed information from the client. At Ocampo Wiseman Law, clients receive a questionnaire via email to ensure convenience.
Alternatively, clients can share their information over the phone or through an in-person meeting at the office. This flexibility ensures the process suits the client's preferences, making it as seamless and comfortable as possible.
Once the client’s information is gathered, the drafting process begins.
This step is handled with precision and care to create an estate plan that fully addresses the client's unique needs and circumstances.
After all relevant information is collected, the estate plan is typically ready within 2 to 3 weeks.
This efficient timeframe ensures clients receive their finalized estate plans promptly, without unnecessary delays.
The process of crafting a custom estate plan is streamlined and efficient. By focusing on gathering the necessary information and offering flexible communication options, Ocampo Wiseman Law ensures the estate planning process is both thorough and timely.
