ESTATE PLANNING PROCESS
ESTATE PLANNING PROCESS
We believe in a clear and transparent approach to estate planning. Our process typically involves the following steps:
1. DISCOVER
Complete Self Assessment
Understand Planning Options
Discuss Estate Planning Process
2. STRATEGIZE
Outline your Personal Goals 1:1 with Attorney
Strategize your Planning Options
Decide Best Course of Action
3. DESIGN
Review your Planning Goals & Strategy
Design your Estate Plan
Confirm Asset Information
4. IMPLEMENT
Review Estate Planning Documents
Sign Estate Planning Documents
Create Asset Funding Plan
5. INTEGRATE
30-Days Progress Check-In
60-Day Progress Check-In
90-Day Progress Check-In
MAINTAIN
Annual Enrollment Required
Ongoing Integration Support
Annual 1:1 Review Meeting
Meeting with Key Players Upon your Disability or Death to Discuss your Plan
And more…
1. DISCOVER
Prior to your consultation, we will send you an informational video discussing the estate planning process, which will walk you through a guided self-assessment to help identify what type of estate plan is right for you and your family. This step is an opportunity for you to learn more about your planning options and our services and approach.
2. STRATEGIZE
We will meet with you one-on-one to discuss your goals, family dynamics, assets, and concerns. This meeting will help us get to know you, strategize your planning options, and determine your best course of action.
3. DESIGN
We will develop a personalized estate plan tailored to your needs and objectives based on the information gathered. We will explain the various options available to you, discuss the pros and cons of each approach, and help you make informed decisions.
4. IMPLEMENT
Once we have prepared your customized estate plan according to your design choices, we will review the documents with you to ensure they accurately reflect your wishes and intentions.
We will guide you through the signing process, ensuring you properly execute and witness all documents, and assist you with implementing your estate plan. This may involve transferring assets to trusts, updating beneficiary designations, and taking other necessary steps. You will have a complete funding integration plan to ensure you have all of the details needed to properly combine your assets with your new estate plan.
5. INTEGRATE
We will schedule progress check-ins 30, 60, and 90 days after your signing appointment to ensure the estate planning funding and integration moves smoothly, assisting you with beneficiary designation forms, account ownership changes, and more.
MAINTAIN
You should review and update your estate plan periodically, especially after significant life events such as marriage, divorce, birth or adoption of a child, death of a loved one, a change in financial circumstances, or changes in tax laws. We will be happy to assist you with updating your estate plan as needed to ensure it continues to meet your evolving needs and objectives. We recommend annual reviews as a best practice. In fact, we believe maintaining your estate plan is so crucial to your plan’s success, that we offer an optional Annual Maintenance Program (AMP) membership. Enrolling in AMP allows us to continue our attorney-client relationship – ensuring that your family’s estate plan grows and evolves along with you and your family over the years.