All of that sounds complicated; how long does the initial meeting take?
That really depends on your circumstances. These are not exact times, but here are some estimates: For a single person with no children with a non-taxable estate, it takes about 2 1/2 hours to design the estate plan. Add about 30 minutes for a married couple, and about 30 minutes for each child. If any children are minors, add at least another 30 minutes. The younger the youngest child is, the longer this part of the planning takes because we have to do more planning for younger children. If the estate is taxable, add another 30 minutes. These are only guesses. People who come from large families take much longer because there are more people to consider who might have an impact on the planning. People who have complex financial situations (most people’s finances are really more complicated than they imagine) take longer. People who have children from outside their current marriage take longer. If both have children from outside their current marriage, that takes longer still. If they
