The Estate Planning Process Within Our Office
Initial Consultation- our first meeting where you educate us on what’s important to you, and we educate you on the law and its impact on you and your loved ones.
Design Meeting- if you and the firm agree to move forward, we will meet to design a customized plan to achieve your goals.
Confirmation Letter- after your design meeting, we will send for your review a confirmation letter that outlines the choices you’ve made.
Review & Signing Meeting- you will come in to review your plan and sign your documents.
Delivery & Funding Meeting- the originals of your plan documents will be given to you. For our trust clients, the critical step of re-registering and re-titling your assets into your trust will be detailed.
Life’sWorkProtection Plan™Program-for our trust clients, your fee includes a 1-year membership in our unique program.
