Brooks Mackintosh worked with us to create all the documents necessary for our estate-planning situation. This included wills, powers of attorney, advance directives for health care, HIPPA authorization, and other related documents. After contacting Brooks to schedule an initial appointment he sent us a questionnaire to gather the necessary personal, financial, and other information to start the estate planning process. We returned the questionnaire prior to our first meeting. During the first meeting Brooks reviewed the information with us and asked several questions for clarification of our current state of affairs. Brooks first provided an overview of the estate planning process and then talked about the various options and levels of estate planning and what he recommended for our situation. Going into the meeting, I had some experience with estate planning but my wife had none. Brook explained the estate planning process in a clear, concise, and thoughtful way that was understandable to both of us. His recommendation was in line with our expectations for estate planning.
Brooks then walked us through and explained in layman’s terms each of the documents and options we needed to consider. After going through all the documents he provided us with planning copies so we could consider the information he provided and which options we wanted to select. This closed the first meeting. We considered our options and sent the planning sheets back to Brooks so he could prepare the documents for our next meeting.
At the second meeting Brooks had all the documents prepared for review and signatures. He took the time to once again go through all the documents, explain the options, and noted our selections. While reviewing all the documents we decided to make one last minute change to our selections. Brooks quickly updated that document and we were then ready to sign the documents. During the signing process Brooks managed the documents with proficiency, as the signing of the documents required different people signing depending on the document. Brooks’ office staff was able to provide the notary service and witness to the documents.
Brooks provided our completed documents in a professional looking and well-organized binder along with instructions on which documents need to be distributed to executor, medical professionals, and people who will act on your behalf should the situation require. Overall Brooks made it an easy and very positive experience. Thanks Brooks!