Our Estate Planning Process

Learn more about our process

We understand that Estate Planning is generally an item on your To-Do list that keeps getting pushed towards the bottom of your list. Let’s be honest, it’s not glamourous to do and it requires you to think about things that you just don’t want to think about. But, it is so important to ensure that your family is planned for and protected.

Our process is designed to make it as easy as possible for busy families to complete their Estate Plan in 4 to 6 weeks. We have flexible schedules to allow working families to meet in the evenings or even on Saturdays. We use the latest technology available to ensure the families can access information and messaging 24x7.

Stage 1: Family Planning Assessment

Our first meeting is an opportunity for us to get to know each other to determine if we are a good fit to work together. You will need to complete a Worksheet at least 2 days prior to our meeting in preparation for it. The Family Planning Assessment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. We use that information to share with you during the meeting what would happen to your family and estate if something happened to you today. If you don’t like what would happen then we design a plan for you right then and there. All Estate Plans are done on a flat-fee basis so you don’t have to worry about hidden fees coming up throughout the process.

Stage 2: Drafting

During this stage, your entire Estate Plan is drafted within 2 weeks of signing our legal fee agreement and paying your invoice. The drafts are sent to you for your review. During this stage of the process we use our online secure client portal to share documents and communicate with each other. After you review the documents, you then send back any questions or revisions using our secure client portal. We then finalize all your Estate Planning documents for your Signing Ceremony.

Stage 3: Signing Ceremony

At this stage, we have an in-person meeting where we go through your binder with all of your finalized Estate Planning documents. Your documents will be signed, some notarized and others witnessed. Our hope is at the end of the meeting, you will feel a tremendous weight lifted from you and a feeling of accomplishment for protecting your family.

Stage 4: Ongoing Communication

Our relationship doesn’t end at the signing ceremony. We will be in contact with you every 3 years to review your Estate Plan as part of our service. But that’s not all, as a client you will receive communications from us on an ongoing basis updating you as needed and providing you tips and education on family planning. We are always here for you if you have any questions.

Location

1500 Palma Drive, 2nd Floor

Ventura, CA 93003

Disclaimer: Crista B. Hermance is licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Web site are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Web site.