“Create an estate-planning intake flowchart: discuss the client's family, assets, and goals; collect existing documents; request missing records until complete; have an attorney review the plan; prepare and review draft documents; revise drafts until the client approves; then sign and store the documents.”
Entenda as decisões por trás dele.
Missing information returns to the request step.
The proposed plan is checked before drafting.
Drafts are revised until the client accepts them.
Use for a high-level client intake and document-preparation workflow; local legal requirements still need professional review.
Dúvidas comuns
Why collect existing documents first?
Existing wills, trusts, account designations, and property records can affect what needs review or replacement.
Why include client approval?
Approval records the point at which a reviewed draft is ready for signing rather than merely prepared.
Is this a legal document?
No. It maps a workflow; legal documents and advice require appropriate professional review.