Estate Planning Process

Your Path to a Secure Legacy Starts Here

Our guided process makes estate planning simple, so you can protect your family with confidence.

Estate planning can feel overwhelming, but it doesn’t have to be. At Miller & Miller Law Group, we simplify the process, making it clear and easy to protect your family’s future. Here’s how we guide you every step of the way.

Schedule Your Initial Consultation

How Our Process Works

Watch this short video to understand how our Estate Planning Process Works

Step 1- Schedule Your Consultation

Your journey to a secure future begins with a simple step. Schedule a consultation with our team to discuss your goals and learn how we can help

Step 2- Prepare For Our Meeting

To make the most of our consultation, we ask that you fill out a brief Estate Planning Strategy Form. This will help us understand your goals and tailor our approach to your unique needs.

What You Do

  • Fill Out Estate Planning Strategy Form
  • Watch Videos on Documents Included In Your Estate Plan 

What We Do

  • Review Your Strategy Form
  • Review Your Areas of Concern
  • Look Forward to Meeting You!

Step 3- Attend The Consult And See If We Are The Right Fit

During this consultation, we’ll discuss your needs, answer any questions, and outline our proposed approach. Together, we’ll determine if we’re the right fit to help you protect your family and legacy

What You Do

  • Bring Any Relevant Documents: If you have previous estate planning documents or specific questions, bring them along.
  • Discuss Your Goals and Concerns: Share your objectives, ask questions, and get clarity on the process and what to expect.
  • Make Investment of 1/2 of the Fee

What We Do

  • Guide and Advise: We’ll explain the estate planning process, outline our recommended steps, and provide transparent pricing and timelines.
  • Determine Fit: Together, we’ll decide if working together is the best way forward for your goals.

What to Expect If You Choose To Move Forward

Step 3- Design Meeting- Building Your Custom Plan

With your goals in mind, we’ll design a comprehensive estate plan tailored to your family’s unique needs

What You Do

  • Complete the Intake Questionnaire: Provide essential details about your assets and any specific concerns or questions you may have.
  • Choose Your Fiduciaries: Decide on trusted individuals to serve as your executor, trustee, power of attorney and healthcare proxy.

What We Do

  • Review Your Information: We’ll go over the Intake Questionnaire and any additional information you provide.
  • Discuss Your Assets and Goals: Our team will discuss asset distribution, your specific wishes, and design a plan tailored to your needs.
  • Draft Your Estate Plan: We’ll create the first draft of your documents and aim to deliver them to you within 7–10 days of receiving all information.

Step 4- Question & Revision Meeting

We’ll go through each document with you to make sure it’s just right.

What You Do

  • Review Your Draft Documents: Take time to read through the draft documents and note any questions or changes you’d like.
  • Discuss Revisions: Share your feedback and clarify any concerns, ensuring everything aligns with your goals.

What We Do

  • Explain Each Document: We’ll walk you through the documents, clarifying their purpose and answering questions.
  • Make Necessary Revisions: We’ll incorporate your feedback and finalize the documents.
  • Set the Signing Date: Once revisions are complete, we’ll schedule the execution meeting.

Step 5- Sign and Celebrate Meeting

Signing these documents puts everything in place to protect your future

What You Do

  • Bring Valid ID: Necessary for document verification.
  • Sign All Documents: Execute the documents to make your plan legally binding.
  • Complete Payment: Settle the remaining half of the fee to conclude the estate planning process.

What We Do

  • Execute Your Plan: We oversee the signing and ensure all documents are properly executed.
  • Provide Digital Copies: We’ll scan and send digital copies for your records.
  • Offer Guidance on Next Steps: You’ll receive instructions on trust funding, beneficiary designations, and safekeeping.

Step 6: Legacy Protection Plan- Optional Ongoing Support

Life changes, and so should your estate plan. With our Legacy Protection Plan, we’ll keep your plan updated as your needs evolve

What You Do

  • Complete Our Annual Questionnaire: Inform us of any life changes or updates needed.
  • Share Financial Updates: Provide recent bank statements and beneficiary forms for periodic review.
  • Legacy Protection for Your Family: By joining our Legacy Protection Plan, your loved ones will have a clear, streamlined process if the unexpected happens. Our team is here to guide them through every step, reducing stress and ensuring your wishes are honored.

What We Do

  • Review and Update: We assess your plan annually to ensure it aligns with any changes in laws or your life situation.
  • Assist in Trust Funding and Beneficiaries: We’ll help keep trust funding and beneficiary designations current.
  • Provide Peace of Mind: Know that your plan remains effective and relevant for your loved ones.

Download Our Estate Planning Process

Learn Our Process to Protect Your Family and Secure Your Legacy

Start Your Estate Planning Journey Today