Three Easy Steps to Completing Your Estate Plan

Step #1. Call Us To Set Up  a Meeting Timeand Complete the Client Confidential Form.

Email or call one of our attorneys to set an initial appointment.  Next, complete the Client Confidential Form.   Please fax or mail the completed form back to your attorney prior to your scheduled meeting.  This form will provide your attorney with the basic information he/she needs to guide you through the estate planning process. You may download this form by clicking on this link.  If for any reason you are unable to open this form, please contact us and we will mail, email or fax a copy to you.

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Step #2.      Initial Estate Planning  Meeting.

During this meeting we will discuss your estate planning objectives in conjunction with the information provided in your Client Confidential Form.  We will review the operation of common estate planning documents, including wills, trusts, powers of attorneys and advance medical directives.  In addition, we will discuss the options for selecting executors, trustees and other agents who are appointed by the various documents.  Where appropriate, we will also discuss estate and gift tax planning opportunities.  We will then provide you with a comprehensive estate planning recommendations, tailored to your specific goals and circumstances.  At the conclusion of this meeting, your attorney will quote a fee for completing the recommended estate planning documents.

Step #3.   Review and Execution of Documents.

Your attorney will prepare draft estate planning documents and send those, along with an explanatory summary of the documents, to you for your review.  After reviewing the documents, we will answer any questions you have and make appropriate changes, which can typically be accomplished via email or telephone.  We can schedule a second meeting to discuss the documents in detail, if you feel that is needed. However, we find that most clients are prepared to execute the documents without an additional meeting.  Once the documents are in final form, we will schedule a time for you to come in and execute the documents.  We will provide a notary and the necessary witnesses needed to ensure all of the legal formalities are met. We will also guide you regarding any subsequent documentation you may need to fully implement your plan, including any recommended changes of asset ownership or of beneficiary designations.

Keeping in Touch.

 We feel that it is important for our clients to stay in touch with us even after the estate plan is completed and our representation has concluded.  When clients experience significant life events (e.g., birth/adoption of additional children, death or divorce of a spouse, inheritance, serious health issues of a spouse or child, creditor issues of a spouse or child, etc.), we encourage clients to contact us to see how such events may impact their estate plans.  To that end, we extend an invitation to all prior planning clients to contact us when such events occur.  We can then advise the clients whether additional work and re-engagement of our professional services is warranted.  We understand that estate planning is not a static process, and we are committed to helping former clients make the most out of the planning process.  

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