Our Planning Process:
Beginning your estate plan is a big step and we have designed our process to ensure your confidence each step of the way with our warmth and expertise.
We will review every decision with you and you will feel secure knowing that your family will be well planned for and protected in case something were to happen to you.
First Meeting- Family Wealth Planning Session
Our family estate planning process begins with a Family Wealth Planning Session. Before the Session, you will complete “homework” that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
In the Family Wealth Planning Session, this is the opportunity for us to educate and empower you to make the right decisions for your family and to ensure that working with us is the right fit.
Choosing Your Plan
If you decide we are the ones to help with your estate plan, we will then help you choose the planning level and fee that is right for you. We have three levels of planning to accommodate your needs and you get to decide what’s the best fit for your family.
Once your plan is designed based on your wishes, we will then sign the documents and you can rest assured that your family is protected in the case of your death or incapacity.
Your Family’s Lawyer For Life
Once your estate plan is signed, we don’t stop there. This is only the beginning of our relationship with your family and this is how we are different. Many firms will send you on your way and you don’t hear from them again.
We take the time to create a binder with all of your documents along with an electronic copy so everything is easily accessible.
With the final binder presentation we will also discuss making sure your assets are titled correctly so that your plan will be put into action correctly when needed. We will also make sure everyone you have named in your plan knows their roles and what they need to do in case anything happens to you.
Keep In Touch
Another way we are different- we don’t disappear! We will check in with you annually or as often as you’d like, to make sure your plan is up to date. We know life changes quickly and we are there to help make any changes to your plan as needed.