Estate Planning Process

An estate plan is more than just documents. It is the  process of determining your goals and objectives, educating you about your options, and counseling you to help you determine the best method of achieving your goals. The end result is customized legal documents tailored to your specific needs and goals.

Prior to the Initial Consultation 

Prior to our Initial Consultation, I will ask that you complete an Estate Planning Questionnaire. The questionnaire is designed to provide me with some basic information about you, your family and your planning objectives. Your completion of the questionnaire helps me make effective use of the time set aside for the Initial Consultation and allows us to focus more of our time on your substantive questions and concerns.

Initial Consultation

During the initial consultation, I will spend most of this time getting to know you and your family, the concerns that you have, and the objectives you seek to accomplish.  I will also teach you about various options and tools that could be used to accomplish your goals. For every concern or objective, there are many planning solutions. My goal during this initial meeting is to get to know you, your family, and your needs so I can make appropriate recommendations for you when we meet later at the Design Meeting.

Design Meeting

At the Design Meeting, I will make specific recommendations designed to address each of your concerns and planning objectives. I will present a proposed plan design and spend time designing the specifics of your plan, as there are many options to consider. After reviewing the plan and confirming your objectives, we will work together to finalize the design to ensure that it is your plan and that it meets your objectives.

Signing & Funding

Once the plan is completed, we will meet to sign the documents. After the documents have been executed, I will assist you with the funding process, as an estate plan only works if it is properly funded. This may include addressing issues with how your property is titled, changing the named beneficiaries for insurance or retirement plans, and other funding issues.