Estate Planning? What to Expect with Aimee the Attorney

In this video, Aimee the Attorney with KCdotLawyer explains what to expect during an estate planning conference with her and her team. The conference will be a 45-minute call, which can be conducted via phone, zoom or in-person. After scheduling the appointment, Aimee will send an email that will ask about family and assets, but she mentions not to worry if these questions aren't answered before the conference. The first 15 minutes of the call will be spent learning about estate planning and discussing the documents that can protect assets and family. The rest of the conference will be spent talking about the client's goals and family, and who they want to be in charge of their assets and healthcare decisions. Pricing will also be discussed, and the final step will be setting up the signing ceremony, where the notary will witness the signature and provide copies of all documents. The goal is to have everything taken care of so that the family doesn't have to deal with the stress of accessing accounts and figuring out what to do next when their loved ones pass away. Overall, Aimee wants her clients to feel comfortable and have a great experience with her team.

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