Many people assume that estate planning will be a long and complicated process. In reality, it is often much simpler than people expect.
At the Law Office of Donny Knepper, the process is designed to be efficient and respectful of how busy families are—especially parents juggling work, school schedules, sports, and everything else that comes with family life.
The process typically works in three steps:
1. Complete a short planning questionnaire.
Before our meeting, clients complete a planning worksheet that gathers basic information about family members, assets, and the people they trust to serve in important roles such as guardians, trustees, and agents. This allows us to understand your situation in advance so we can use our time together effectively.
2. Design your plan together.
Once the questionnaire is complete, we meet—either in person or by Zoom—to design your estate plan. In many cases, the key decisions can be discussed and organized in about 90 minutes.
3. Review and sign your documents.
After your documents are prepared, we schedule a signing meeting where everything is reviewed and finalized.
Donny is a fellow parent and understands how busy family life can be. For that reason, meetings can often be scheduled outside of traditional business hours, and virtual meetings are available for convenience.
In short, getting an estate plan in place is usually far less burdensome than people imagine, and it is one of the most important steps you can take to protect your family.