Estate Plan Intake and Document Review

An estate-planning intake flowchart gives a client and their adviser one shared view of the work before documents are signed. It begins with the information that shapes a plan: family circumstances, assets, goals, and existing records. A completeness check keeps missing records from being silently carried into drafting. The drawing then separates professional review, drafting, and the client approval loop. That makes it useful for explaining the process to a client, onboarding staff, or documenting an internal matter workflow. It is a process map, not legal advice or a substitute for jurisdiction-specific documents.