Four Simple Steps to Executing Your Estate Plan

January 20, 2021

Visiting a lawyer is up there with getting a cavity filled at the dentist. We get it, and we understand that’s part of the reason most people have not executed a Last Will and Testament, along with time and expense. Drafting a will might make your list of New Year’s Resolutions or even a monthly To-Do List, but then there it goes down to the bottom and eventually, “something I need to get around to someday.”

You do need to “get around to it,” and I can tell you a host of reasons why you should not wait, including one that you might not expect – it’s easier than you think!!

At Martin Lawyers, we love serving clients, and our goal is always to add value by making the legal process as painless as possible. When it comes to drafting a will, we’ve done just that by breaking the process down into four simple steps:

  1. Fill out our simple questionnaire. Basic family situation and vital information only. A simple two-page form.
  2. Review our draft of your Last Will and Testament and Health Care Directives Packet. You read that right. All you had to do was answer the questions on a two-page form, and you are that much closer to being done.
  3. Schedule a meeting with a Martin Lawyer. This meeting can be in person or by video-conference – estimated at 30 minutes – where you can ask questions, add specific bequests, and revise your plan.
  4. Execute and Notarize your Will and Directives. We love seeing our clients in person and are happy to host your execution ceremony at our office, but here’s the kicker – we can do it online! Our Firm has been authorized and certified by the State of Texas to notarize documents online, so if you can’t (or just don’t want to) leave the house, we can fully execute and notarize your legal documents via video conference.

That’s it. You can move on with your life. Because you chose Martin Lawyers and leveraged our experience and capabilities, it was that simple. Of course, we can revise the will if circumstances change down the road, but you can rest easy knowing that you’ve taken on the responsibility of protecting your loved ones. And the next time you make a To-Do List, “drafting a will” will bring a smile to your face rather than a small sense of panic to your gut.

Fill out our Free Consultation Form, call us at (817) 752-3307, or send us an email at info@martinlawyers.com and we will get the ball rolling for you!

Share This Post

Archives