The Estate Planning Process
Free consultation to get to know you and your estate planning needs. This meeting can be done virtually and typically lasts 15-30 minutes.
In-depth conversation about your planning options and initial estate plan design. This meeting can be done virtually and usually takes 1 to 1.5 hours. Because estate planning and deeply considering one’s own mortality can be emotionally exhausting, this meeting can take place over two sessions.
We prepare and assemble your estate plan documents.
Review and confirm the final estate plan design.
We meet to finalize and sign your estate planning documents. For trust-based plans, we will discuss the transfer of assets (funding) into your trust. This meeting is in person and lasts 1 to 1.5 hours.
We recommend reviewing your estate plan every 1 to 2 years to ensure that it still accurately reflects your wishes and personal situation. Major life events such as marriage, divorce, the birth of a child, or the purchase of real estate require plan updates as soon as possible. Essential documents such as healthcare directives and powers of attorney should be renewed every few years.
I am attorney Ann Bryant. At my law firm, Bryant Law PLLC, I assist and guide modern families in their estate planning needs. To arrange a complimentary initial meeting, call my Seattle, Washington, office at 206-487-1642. You can also reach me via my online inquiry form or schedule a meeting with me directly on my calendar page.