To deliver a comprehensive and customized experience, we have a 3 - Step Process.
During this meeting, we will get to know each other. I will explain the Estate Planning process and answer any preliminary questions and concerns you may have. I will go over in detail what my process and philosophy are, and we will see if we are a good fit.
At this meeting, we will discuss in-depth what your specific Estate Plan will say. Based on a questionnaire you fill out, we will go over the nominations you have made for trustees (who administer your trust), guardians (who take care of any minor children), and health care agents (who make your health care decisions). We will also discuss your wishes for asset distribution and make sure different scenarios are considered. At the end of the meeting, we will have gone over different options, recommendations, and things to consider, so that we are all on the same page about what your Estate Plan will address.
After all of your documents have been drafted to meet your needs, we will meet for a signing appointment. At this meeting, your Estate Plan will be executed and notarized. During this meeting, we will also discuss the important process of funding the trust to ensure that all financial accounts and real estate will be appropriately transferred to the trust.
Our relationship still continues after your Estate Plan is active. I value having a long-term relationship with clients. If you have questions in the future, whether it’s about Estate Planning, referrals to other professionals, or family resources in the area, I will be available to you.