Our Estate Planning 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 some Saturdays. We use the latest technology available to ensure the families can access information and messaging 24×7.
Stage 1: Family Planning Appointment
After our phone consultation, the 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 online worksheet at least 2 days prior to our meeting in preparation for it. The Family Planning Appointment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. During the Family Planning Appointment, you meet with an attorney to design an Estate Plan that specifically addresses your family needs. 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: Pre-Signing
During this stage, your entire Estate Plan is drafted within 2 weeks of signing our legal fee agreement and paying your invoice. An Estate Planning summary is sent to you for your review and we send you any follow-up questions we have. 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 summary, you then send back any questions or revisions using our secure client portal. You will also meet with your attorney virtually again during this stage to go through all of your estate planning documents, answer any questions, make necessary changes, discuss trust funding and next steps, and discuss your A-Team of professional advisors. We then finalize all your Estate Planning documents for your Signing.
Stage 3: Signing Estate Planning Documents
At this stage, we have an in-person meeting or online remote signing where you sign your Estate Planning documents. 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: Post-Signing
Our relationship doesn’t end at the signing. 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.