Our process is designed to produce an estate plan suited to you, your loved ones, and your goals. Each meeting has a different focus as we guide you through the steps to design and implement your plan. Our goal is to teach you along the way so that you understand and can make full use of your plan.
Design
The first meeting involves a lot of fact-finding on our end. It is important that we learn about your family, goals, and resources, so we ask that you complete our Estate Planning Worksheet in advance. At the meeting, we discuss options and price, and if you choose to proceed, we get to work ironing out the details of your plan. Occasionally, we schedule a separate design meeting to avoid information overload.
Worksheet for Couples
Worksheet for Individuals
Review
At the second meeting, we give you a guided tour of the complete estate plan and send you home with the draft documents. Many clients comment that the plan comes into focus at this meeting.
Sign
We finalize the documents at the brief signing ceremony and send you on your way to celebrate this milestone.
Deliver
At the final meeting, we present you with a beautiful binder designed to become the “Go-to” book for you and your loved ones. Most of our clients choose a trust plan, and we discuss how to fund and use the trust for those clients. We will have already re-titled some assets to the trust and will provide a customized checklist and guidance for aligning the remaining assets with the trust.
Our goal is to provide you with an estate plan that you understand and take pride in.
Flat Fee Billing
We bill a flat fee for our Essential Estate Plan package. For most of our clients, this package provides everything they need. However, some clients have business interests, rental properties, or other assets that require additional services. For those clients, we will disclose the additional fees and scope of service upfront.
We believe in the flat fee structure because it allows you to take as much time as you need and encourages questions. The more you know about your plan, the better it will work for you.
To get started, just give us a call and make your first appointment. We will take it from there.
