Our Estate Planning Process
Estate Planning is a very complex area of the law. Because we don’t believe that “one size fits all,” we don’t believe that your Estate Plan is going to be the same as the next client who comes in.
We also feel, based on past experience, that the only way to ensure your Estate Plan remains current is for you to have an on-going relationship with us at a very fair and reasonable price.
Our Process
Please click on each area below to learn more about the streamlined process we have developed and how it helps you.
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Initial meeting with our clients – This is an opportunity for you to get to know us and for us to get to know you. Here we both decide if we can help you.
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Design meeting – Once you have decided to go forward with the process, we have a design meeting in which we fully determine what items are important and necessary for your unique plan.
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Signing the documents – After we have covered everything in the design meeting, we make it a policy to have all your documents drafted and ready for your signature within two business days. Our thoughts are it has taken you this long to get to this stage, and we do not want to do anything to slow you down.
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Funding – Funding means to transfer your assets from your name into your trust. I require this be done for each Trust we set up and this is included in your overall investment in Estate Planning.
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Trust Preventive Maintenance Program – This program, of which you automatically are a member for six months and which is optional for you after that, is a method of having your Estate Plan remain the way you want, even as the laws and your situation may change.