Easy Estate Planning in 5 Steps

Most people understand that they need to make an estate plan, but they put it off because it seems complicated and time-consuming. Easy estate planning would be a welcome opportunity for so many. Well if this sounds like you, you should call Phoenix’s leading estate planning attorney Nicole Pavlik.

Attorney Pavlik has taken estate planning to a modern, stress-free approach. She has broken the process into 5 easy steps and has made the whole process understandable and easy. The Phoenix law firm breaks the estate planning process into five easy steps outlined below. As an added benefit, Nicole Pavlik Law Firm offers services via virtual conferencing or phone, to cut down on the necessity of coming into a physical office. With the Nicole Pavlik Law Firm, you only need to come into the Phoenix office to sign documents.

easy estate planning steps

The Five Steps of Attorney Nicole Pavlik’s Estate Planning Process

  • Review Legal Fees

The first thing we ask is that you review Nicole Pavlik’s estate planning fees to ensure you are comfortable paying for her services. We have set pricing that is reasonable, completely transparent, and often less expensive than other practices. We expect the estate planning fee to be paid at our initial session.

  • Schedule a Meeting

After deciding to use Nicole Pavlik Law Firm, you should schedule a virtual 45-minute estate planning session. After you schedule the session, you will receive a link to an intake worksheet. Think of it like a new patient form when you make an appointment. We want to learn some basic information about your situation. You should complete the worksheet before we meet virtually. The meeting is a private session with Nicole via video (Zoom) or phone.  

  • Complete the Client Intake Worksheet and attend the meeting

The client intake worksheet is the only document you need to prepare for our initial estate planning virtual meeting. The worksheet collects basic asset information and family information. It also explains the documents that will be created for your estate plan. During our meeting, we will briefly review the worksheet and take some time to address questions.

  • Draft Estate Plan

After the meeting, we will start preparing your estate planning documents. Within two weeks, Attorney Pavlik will send you draft documents and a personalized video explaining each document.

  • Document Signing

The final step is signing your estate planning documents at our Phoenix office. Staff at the law firm will act as your notary and witnesses. You will take the completed original documents, and the office will keep a digital copy. And you are done! Easy estate planning and you will walk out with the peace of mind that comes with planning properly for the inevitable and unexpected.

If you have any questions or updates, we are always available to help with legal guidance and assistance.

Your Phoenix Estate Planning Attorney

With an estate plan designed with Attorney Nicole Pavlik, you give a gift to the ones you love. A comprehensive estate plan provides for your family, preserves assets for your heirs, and minimizes confusion at the time of death. It also provides instructions and tools should you be incapacitated and unable to advocate for yourself about your life-saving medical treatment or end-of-life wishes.

If you are interested in easy estate planning that is convenient and top quality, call Nicole Pavlik Law Firm. Nicole Pavlik is an experienced Phoenix estate planning attorney, with over 100 five-star Google reviews. Call Nicole Pavlik Law Firm today at 602-635-6176 to get started and discuss your estate planning needs.