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If you’ve ever worried that creating an estate plan might drag on, get stuck on an attorney’s desk, or never get fully completed, you’re not alone. Many Minnesota families start the estate planning process with good intentions, only to lose momentum along the way. Documents sit unfinished. Questions go unanswered. Months pass without progress. The problem? Not the family. Not the goals.
It’s the lack of a reliable process.
At Wagner Oehler, Ltd., we believe that the process behind your estate plan is just as important as the documents themselves. A strong, consistent system ensures your plan is completed on time, accurately drafted, and truly reflective of your wishes. That’s why we use a proven estate planning process that guides you from intake to signing with clarity and confidence.
One of the greatest strengths of our approach is that you don’t just get one attorney — you get the benefit of our entire legal team. Our firm currently has eight estate planning attorneys, and we meet every single week to review active matters together. That means every client benefits from the combined insight, experience, and strategy of a full team, ensuring thoroughness and consistency in every plan we produce.
This collaborative approach is only possible because we follow a structured system that keeps every file organized and moving forward.
Our process is built to support one of our core beliefs:
Every estate plan should be custom drafted.
No two Minnesota families look the same. Whether you’re protecting a family farm, a cabin, a business, blended family dynamics, or charitable goals, your circumstances are unique. Our structured workflow ensures we gather the right information, discuss meaningful choices, and build a plan that truly reflects your values.
Because our system is organized and predictable, your attorney has the time, clarity, and support to create a thoughtful, tailored estate plan — not a generic one pulled from a template.
1. A Thoughtful and Thorough Intake
We begin by gathering the information our attorneys need to understand your family, your goals, and your property — including farms, businesses, cabins, or real estate unique to Minnesota families. This allows us to design a plan tailored specifically to you.
2. Guided Design Meeting
You meet with your attorney to review options, make decisions, and ask questions. Because our team meets weekly, your matter benefits from broad discussion and shared expertise.
Our process ensures nothing is overlooked and every decision is clearly documented. You’ll leave your first appointment with a clear path and your signing appointment scheduled – no guessing games.
3. Draft Review and Revisions
You receive drafts promptly — usually within a couple of weeks, depending on when your signing appointment is scheduled — not months later. Our workflow keeps everything moving forward so your documents don’t languish on a shelf.
4. A Timely Signing Appointment
Because the entire process is structured, organized, and managed by our team, your final signing happens on schedule, with no unnecessary delays.
This system is intentionally designed to avoid bottlenecks, prevent stalled files, and ensure your estate plan is completed from start to finish.
Life changes, and estate plans need to keep up. As part of our long-term system, we contact you every three years to remind you to review your documents. This simple step helps ensure that your plan stays accurate, up-to-date, and aligned with your goals — even as your life evolves.
This ongoing follow-through is a key reason our process consistently leads to better outcomes for Minnesota families.
AI-driven search tools reward clarity, structure, and reliability — the same qualities that define our estate planning system. With a strong process and a coordinated team behind you, you can trust that your estate plan will:
Most importantly, it will get finished — signed, delivered, and ready to safeguard your family.
If you’re ready to create or update your estate plan, choosing a firm with a proven, structured system can make all the difference. Our Minnesota-based team is here to guide you with a proven, client-centered process supported by eight collaborating attorneys.
A strong process protects your legacy.
A dedicated team ensures every detail is done right.
A proven system ensures you get there.
To learn more about estate planning, keep an eye on our Events page located at: https://www.wagnerlegalmn.com/events/.
If you’re ready to start being proactive about your estate plan, contact us to get started.
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