Estate Planning Signing Meeting






Hi. This is Matthew Crider. Well, we just had our design meeting, and the next step is to have the signing meeting where you actually sign your estate planning documents.

I want to talk to you about what happens between now and the signing meeting, and then what happens at the signing meeting. What happens now is that we get to work in creating all of the documents that will comprise your estate plan. We’re going to begin drafting the trust, if there is one, the healthcare directive, the power of attorney, and so on.

Once we’ve prepared those documents, we’ll send drafts to you so that you have the opportunity to review them, and if you have any changes or any different thoughts from what we talked about during the design meeting, you could let us know either by email or give us a call. We’ll begin preparing the documents for the signing meeting and for your review.

At the signing meeting, we’ll go over the documents in the estate planning binder, which we’ll put all the documents in an estate planning binder for you. We’re going to go over everything and hit the high points so that your estate reflects what you want.

After we do that, of course, we’re going to answer any questions that you have, explain things to you if you have any questions, and then we start signing. You’ll need to bring a valid form of state or federal ID, or your driver’s license to that meeting. The reason for that is a lot of the signatures have to be signed in front of a notary.

After we sign the documents, you’re done creating your estate plan. We’ll have one more meeting after the signing meeting, and I’m going to talk about that in the next video. Again, this is Matthew Crider, and thank you for watching.

750 F Street, Suite 2
Davis, CA 95616

333 University Ave, Suite 200
Sacramento, CA 95825

3017 Douglas Blvd, Ste 300
Roseville, CA 95616

288 Pearl Street
Monterey, CA 93940

San Antonio
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.

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