The Process

Most people are overwhelmed by the idea of creating an estate plan; however, this process is designed to clarify your wishes, educate you on your options, and ultimately provide you with documents to meet your needs. Creating a clear estate plan is gift to yourself and your family.

We start with an initial consultation. This visit allows me to get to know you and your needs. I can then guide you in making choices and begin to find options best suited to you.

Typically, our next visit is a design meeting where we work to customize your estate planning strategy to meet your goals and objectives based on the specifics of your situation.

At the signing meeting, we discuss the specifics of your estate planning package and you sign all of the necessary documents. We can follow up with a review meeting if you have questions about your estate plan or have funding or beneficiary questions.
Getting started with your estate plan is as easy as picking up the phone to make an appointment for an initial consult. We try hard to set the appointment around your schedule and will tell you what you need to prepare for the discussion. We typically address asset management during life, options for handling possible mental incapacity during life, and distribution of assets after death. Please be aware that if the estate plan involves two people, both individuals will need to be present for all meetings, including the initial one.

Wills and Trusts are billed on a fixed rate based on the level of complexity involved and includes related documents, such as a Durable Medical Power of Attorney and a Durable Financial Power of Attorney. I will be able to provide prices once I am more fully aware of your needs. There is an initial consultation fee, which is credited against the final amount of your estate plan costs. We will work together to design an estate plan that meets your needs and gives you the peace of mind that you are taking care of your family to the best of your ability. I will educate you on your plan and how to change beneficiaries and ownership of assets, as needed, to align with your Estate Plan vision and goals.

Estate planning is an ongoing process. As your family, your assets, or the law changes, it is important that you review your plan to determine whether they still meet your needs or whether you need to make adjustments. It is a good idea to review your estate plan about every three years or sooner if there has been a significant change to your situation.