Working With a Minneapolis Estate Planning Lawyer

Estate Planning Process

How do I Get Estate Planning in Minnesota?

Top Estate Planning Lawyer in Minneapolis 2022
In order to provide customized estate plans for my clients, I have developed both a three-step and a four-step planning process specially designed to be both comprehensive and efficient.  While I generally provide planning using fixed, flat fees, any deviations from my planning process can create significant time delays and can cost additional attorney and staff time that was not intended to be covered by those fees. If this occurs, additional fees may be assessed, as outlined in my Engagement Letter.

As an estate planning lawyer, my goal is to start and complete the estate planning process with you in three to four weeks from the initial consultation.

  • Step 3 REVIEW

Step One: The Initial Consultation

Prior to any consultation, you will receive confirmation of your meeting date and time, and a simple worksheet to complete and online. My planning process starts with a 15-minute consultation meeting. In this meeting, we work together to determine your wishes, desires, special needs, and concerns, answer your questions and outline various estate planning options that are available.

If the joint decision is made at the end of the consultation meeting to engage Unique Estate Law to prepare your estate plan, then an Engagement Letter is signed, and an invoice is generated for the fee based on the initial level of planning desired is paid.

Step Two: Draft and Review

Once you sign the Engagement Letter and pay the fee, we will draft your unique plan based on the intake form and our discussions. It could include wills or trusts, or a combination of both. We will send you a draft to review. We can then set up a time to review the draft OR you can email me with comments, questions, and concerns.

Once you approve a final draft, we will schedule the Signing Meeting to execute your plan.

Step Three: The Signing Ceremony

At this meeting – lasting approximately 30 – 60 minutes – you will come in to sign your estate planning documents. It will be necessary for you to bring a valid, current photo identification card such as a driver’s license, state I.D. card, or military ID. card, or passport as proof of your identity.   You will then sign the documents, having them witnessed or notarized as necessary.

We will then scan your signed documents into our client management system and provide you with your original documents in a sturdy, attractive binder.

Contact Our Minneapolis Estate Planning Lawyers Today!

If you are interested in an estate planning consultation, contact us today by filling out a contact form or calling us at (952) 260-2043 with any questions you might have. Feel free to check out our fees page for pricing information.

From within Hennepin County Unique Estate Law represents clients throughout Minnesota, including Minneapolis, Bloomington, St. Louis Park, Minnetonka, Wayzata, Chanhassen, and Excelsior for their estate planning needs.