By engaging a legal practitioner to assist in planning your estate, the first step is an appointment to discuss your wants and needs for when you pass away. Once this is established, the lawyer will provide advice on issues for you to consider so you can tell them how you want your documents prepared. The lawyer will then prepare a draft and forward the same to you for your feedback. Once any necessary amendments are made, another appointment will be scheduled for you to execute your documents in front of witnesses. Alternatively, if it is not convenient for you to attend the office for these appointments, the entire process can be done remotely.