The Importance of Having…

The Importance of Having an Attorney Attending the Signing for Estate Plan

Written by: Jason Wagner

Estate planning is a crucial process that involves making decisions about your assets and how they should be distributed after your death. It is not something to be taken lightly, as it can have significant legal and financial implications for you and your loved ones.

One of the most critical steps in the estate planning process is signing the necessary documents. But, believe it or not, there are plenty of attorneys engaged in estate planning that do not take part in the signing!

We believe it is essential to have an attorney attend the signing appointment. For that reason, our attorneys will always walk you through every document and every step of the estate planning signing.

Here are some reasons why it is essential that an attorney attend your estate plan signing:

Legal Expertise

Attorneys who practice in estate planning have extensive knowledge of state laws and regulations governing wills and trusts. They can ensure that all documents comply with legal requirements and are properly executed. This can help prevent challenges to the validity of the documents down the road. After all, wasn’t the point to make sure you establish a valid estate plan?

Our attorneys have been working with clients throughout the State of Minnesota in preparing and administering their estate plans for over 50 years. Providing exceptional client service is our foundational mission. Having your attorney guide you through your documents at the signing appointment furthers that mission.

Personalized Advice

Every individual's situation is unique, and estate planning is no exception. An attorney can provide personalized guidance based on your specific circumstances, goals, and wishes. They can help you make informed decisions about issues such as asset protection, tax planning, charitable giving, and more. Often, these circumstances and decisions become more apparent in the signing meeting. The signing meeting is also a good time to reiterate how your assets will align with your estate planning documents.

Peace of Mind

Having an attorney present at the signing appointment can give you peace of mind that everything has been done correctly according to the law. If any issues arise later on, you will know that you took all necessary precautions and did everything possible to protect yourself and your family.


In conclusion, while some firms may operate on the basis that it is not important for an attorney to attend your signing appointment, we strongly believe that having an attorney attend the signing appointment for estate planning documents is crucial for ensuring their validity of your estate plan, receiving personalized advice based on unique circumstances while gaining peace of mind knowing everything has been done correctly.

Your estate plan is an investment in the future. Working with an experienced estate planning attorney throughout the entire estate planning process, including the signing appointment, is a significant benefit of your investment.

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Categories: Estate Planning