Discover the Possibilities
The first step is designed to help us understand your current situation and priorities. This stage includes two components:
Estate Planning Questionnaire
This detailed summary is completed and returned to the office prior to your appointment
Discovery Session
Meeting with your attorney to discuss your goals and any concerns regarding your family and your community/ causes to be included in your planning
Finalize your Plan
The next step involves preparing the legal documents based on our understanding of your goals and issues. This stage also includes two components:
Your Review
Drafts of your customized paperwork will be available to inspect prior to the next meeting
Session With Attorney
Meeting with your attorney to discuss how recommended strategies fulfill your objectives and answer all your questions
Make it Happen
The third step puts your program in place and has two distinct parts:
Formal Execution
Signing your documents in the presence of a notary and two witnesses. Your original documents will be made available electronically in your secure client portal and provided to you or kept in our safe
Asset Modification
Instructions will be provided to change beneficiary designations to coordinate with your plan, change ownership of specific belongings and fund required trusts, as necessary
Review and Update
Plan to review your documents as your situation or priorities change. We are always available to alter any part of your plan when you experience life changes. We will inform you of any modifications in the law which may require updates.
