Introductory Call
Our process begins when a client or advisor calls our office. During this call, we gain a basic understanding of the individual’s situation and concerns. We provide some information about our firm, and schedule a time for the client, and their trusted advisors if desired, to meet with us.
Gather & Evaluate Information
We send out an introductory package to confirm the
Introductory Visit, and to provide a Confidential
Client Profile, driving directions, an explanation of the process, basic information about estate planning and our firm. To make the most of our time together, we perform a detailed evaluation of the family and their wealth in advance of the
Introductory Visit.
Introductory Visit
During
the introductory visit, the client comes in to our office and we
go over the results of our evaluation, learn more about the client’s personal goals and wishes and discuss options for achieving those, taking into account the individual family dynamics.
If we both feel that we are a good fit, we will schedule two additional
meetings to complete your estate plan.
Design
Meeting
During
the Design Meeting, we counsel the client through an array of possibilities
and together we design a family protection plan for the management and transfer of wealth. Fees, timelines and expectations are put into writing.
Click here to learn more about what we talk
about during our Design Meeting.
Implementation
Meeting
After we confirm the details and create the legal documents that will effectuate the client’s goals and wishes, we meet to review them together. We answer any remaining questions and present the client with the completed plan for signing. The plan is implemented by updating beneficiary designations and making title changes as needed.
SuccessPlan™
Maintenance Program
Most
estate plans fail because they are not properly maintained or kept current.
Periodic review and updating a client’s plan will help to ensure that their true goals and desires will be honored as they evolve over time.
Our SuccessPlan™ Maintenance Program entitles members to free or
discounted updates and upgrades to their estate plan, educational and social
events, and ongoing telephonic access to our attorneys and staff.
Succession
- Trust Administration
When
a client or spouse loses capacity or passes away, we're here to administer
the transition of the estate plan through our Succession Process. Click
here for more information on how we administer the succession
process.
