MARK D. FREEMAN, ESQUIRE

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Be sure that your wishes are carried out

after you have departed this life.small logo

Getting your will and other legal documents is a three step process.

STEP 1. YOU SEND US YOUR INFORMATION.

We need information about you in order to draft your will, power of attorney and living will so that your estate plan fits your particular circumstances. The best way to get us that information is to complete our estate planning form. You can download that form and print it out, fill it out and mail it or fax it to our Conshohocken office. You can also fill out the form and send it to us electronically. More detailed instructions about how you can send your information to us are provided on the form itself. Links to the forms are found below or you can contact us to request that we mail you a form.

STEP 2. WE CONFIRM THE RECEIPT OF YOUR INFORMATION AND CONTACT YOU.

We will contact you to confirm that we have received your information. Mr. Freeman will call you and discuss the information you have sent to us. After speaking with you, Mr. Freeman will draft your documents. Normally, our goal is to have drafts of your documents to you within two weeks after we receive your information. The reason we send you drafts of your documents is so that you can review them to make sure they meet your approval. When we contact you we also want to set up a signature appointment in which you will sign and we will witness and notarize your documents. Our goal is to have you complete this process within one month of our receipt of your information. We can expedite if necessary, however, our experience is that you need time to review the documents and we need time draft and make any necessary changes prior to your signing them.

STEP 3. SIGNATURE APPOINTMENT.

You will need to physically sign your documents for them to be valid. In addition, wills and living wills need witnesses and all of your documents should be notarized. We want to personally supervise the execution of your documents to ensure that they comply with the legal requirements. When you receive the drafts of your documents you should review them to make sure they accurately reflect your wishes. If there are any changes that need to be made you should let us know about them PRIOR to your appointment to sign them so that we can have them ready for you to sign at your appointment.

To get started, download the appropriate form and follow the instructions. If you are not sure what to do or are not able to answer a question, just do your best. The most important step is to get started and don't let anything stop you. If you cannot answer a question, just enter in that space that you are not sure how to answer and move on to the next question.

To download our form you will need Adobe Reader which is free.

If you do not already have Adobe Reader you can download it free by Clicking Here.

If you fill the form out in Adobe Acrobat Reader, you should highlight the fields on the form. If the blank fields are not light blue then click on the highlight fields button in the upper right hand corner of your browser.

IMPORTANT NOTE ABOUT ADOBE READER: Any version of Adobe Reader should work, however, to get the most out of this form you should download Adobe Reader version 8.0 or higher which is always free. If you do not have version 8.0 or higher, you will not be able to save this form either during the time you are filling it out or afterwards, you will only be able to print it out. Oftentimes, you will start this form and want to come back to finish it later. If you do not have version 8.0 or higher you will not be able to save what you have done and you will have to start all over again and you will not be able to email the form to us.

We recommend that when you download Adobe Acrobat Reader 8.0 that you do not try to install it directly but you should first save it to your computer desktop and then open the file to install.

Be sure that after you download the form, the magenta header just above the form says, "Please fill out the following form. You can save data typed into this form."

Click Here for the estate planning questionnaire form for married couples.

Click here for the estate planning questionnaire form for single individuals.

 

About Us | Privacy Policy | Contact Us | ©2007 Mark D. Freeman, Esq.

The purpose of this site is to provide useful information about wills, estate planning and estate administration. It is not intended to provide legal advice.You should consult a competent estate planning and/or estate administration attorney before acting on any of the information contained on this site.