The Estate Planning Process Within Our Office
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.