Do I Need An Estate Plan?

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!

Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone.

Estate planning is not “death planning;” it’s “life planning,” and an essential and rewarding process for individuals and families who engage in it.

When done properly, estate planning requires that a licensed and trained attorney lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several legal documents, but those documents themselves are not “estate planning.”

Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.

Good estate planning is accomplished through planning for incapacity, wealth transfer planning, and inheritance protection planning. This includes planning for creditor protection, predator protection, remarriage protection and protection for special needs beneficiaries.

You are unique and your estate plan should also be unique so that your goals and objectives can be achieved. I am committed to a relationship that will allow us to create a plan that fits your unique goals and circumstance.

Step One

The Initial Consultation

I offer prospective estate planning clients a complimentary initial consultation. During the consultation, I will provide an overview of the estate planning process, answer questions or concerns and recommend a plan. I will quote a flat fee for design, drafting and implementation of the plan. You may choose to engage my firm by signing a fee agreement and paying a deposit; or you may choose to take some time to reflect before moving ahead.

Step Two

The Design Meeting

During this meeting, I will guide you through my intake form and listen to your needs, plans and goals. Once I gather this information, I will create a draft of your estate planning documents for review.

Step Three

Review and Sign the Documents

A follow-up meeting to review and sign the documents and begin implementation of the plan will be scheduled. During this meeting I will thoroughly explain the planning documents to you, and to your family members if necessary. I will also explain how to fund trusts and provide instructions on how to complete this process.

Step Four

Continuing Client Care

I do not consider the signing of the documents as the final part of a legal transaction. In fact, I strive to build long term relationships with my clients. I also encourage you and your advisors to call my office when you have a question concerning any aspect of your estate planning.

Call 602-922-4010