where do i begin?
PRE-CONSULTATION
You should complete the Family Planning Worksheet to provide basic information and begin to identify their concerns and goals. Not only does the Family Planning Worksheet assist us in determining the best plan for your needs and goals, it also serves as a useful exercise, helping you to mentally inventory your current estate.
CONSULTATION
We will discuss in detail, your needs and goals, and any issues identified in the Family Planning Worksheet that require further consideration. At the end of this meeting, a fee range will be quoted based on a preliminary plan design.
DESIGN PROPOSAL
The proposed estate plan design is presented to you in an outline format. After your review, we will work through any questions or concerns you may have to ensure you have a customized estate plan strategy that meets your goals and objectives while addressing your concerns and anxieties.
REVIEW & SIGN
We finalize the estate plan, ensuring that you understand your estate plan and that it meets your goals and objectives. You then sign the legal documents to implement the estate plan.
FUNDING
Once the estate plan documents have been executed, we assist you with beneficiary designation changes and other funding issues to ensure the planning is effective and works as designed.
FAMILY CARE MEETING
We educate your family members, executors, trustees, agents and beneficiaries about your plan, their roles, and why the plan is designed as it is. Note: Specific financial information is not revealed during this meeting unless you choose to do so.
ANNUAL MAINTENANCE
For members of our Estate Care Program, among other benefits, we review your estate plan annually in light of any changes in your family, finances, the law, or new planning strategies.
You should complete the Family Planning Worksheet to provide basic information and begin to identify their concerns and goals. Not only does the Family Planning Worksheet assist us in determining the best plan for your needs and goals, it also serves as a useful exercise, helping you to mentally inventory your current estate.
CONSULTATION
We will discuss in detail, your needs and goals, and any issues identified in the Family Planning Worksheet that require further consideration. At the end of this meeting, a fee range will be quoted based on a preliminary plan design.
DESIGN PROPOSAL
The proposed estate plan design is presented to you in an outline format. After your review, we will work through any questions or concerns you may have to ensure you have a customized estate plan strategy that meets your goals and objectives while addressing your concerns and anxieties.
REVIEW & SIGN
We finalize the estate plan, ensuring that you understand your estate plan and that it meets your goals and objectives. You then sign the legal documents to implement the estate plan.
FUNDING
Once the estate plan documents have been executed, we assist you with beneficiary designation changes and other funding issues to ensure the planning is effective and works as designed.
FAMILY CARE MEETING
We educate your family members, executors, trustees, agents and beneficiaries about your plan, their roles, and why the plan is designed as it is. Note: Specific financial information is not revealed during this meeting unless you choose to do so.
ANNUAL MAINTENANCE
For members of our Estate Care Program, among other benefits, we review your estate plan annually in light of any changes in your family, finances, the law, or new planning strategies.
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