ESTATE PLANNING PROCESS

We know, beginning your estate plan is a big step.  So our process is designed to ensure your confidence in our planning process each step of the way.  Every decision is carefully reviewed with you and yet the entire process doesn’t stretch out beyond 8 weeks, so you know that within a single month after your first meeting  your family could be totally protected.

It’s the perfect combination of efficiency and warmth.

The planning process itself begins with an initial meeting that is an opportunity for you to meet with your attorney, so that you each can determine whether there is a good fit between you and our firm.

During this initial meeting, your attorney will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state’s plan for you) that you wouldn’t like and you’ll get clear on what you would want to happen if something happened to you.

Assuming there is a good fit between you and our firm, your attorney will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs – our fees are all-inclusive, so there are no surprises) and you and your attorney will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second planning meeting is needed or a Financial Audit and Review meeting is offered. But once your plan has been designed to your satisfaction, you will return to our office about 3-6 weeks later to sign your planning documents.  At this point, your family and your assets will be totally protected in the case of your death or incapacity.

In most law firms, the relationship ends there.

But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different.

With a carefully prepared estate plan in place, you can move forward into the future with the confidence and peace of mind that come with knowing that you have taken measures to ensure that your loved ones are not subjected to unnecessary stress due to legal complications after you pass away. In this way, estate planning is one of the most compassionate things that you can do for your family. It not only provides them with the benefits of your generosity, but also serves to prevent strife and conflict over inheritances by establishing clear and unequivocal directions concerning the distribution of your assets.

To discuss your estate planning needs, please contact us for a Family Wealth Planning Session.

Want to receive a Free Family Wealth Planning Session ($750.00 value) and a $250.00 discount towards any estate plan?  Click here!