Your Estate Planning Process: A Step-by-Step Guide

Estate planning is an important step in ensuring your assets and loved ones are taken care of according to your wishes.

Our estate planning process is designed to be thorough, clear, and supportive, providing you with peace of mind. When you plan with us you can expect to go through the following steps: complimentary consultation, initial design meeting, document review and singing, asset alignment, family care meeting, and client care program.

Complimentary Consultation

The first step in our estate planning process is a complimentary consultation. This initial meeting is designed to understand your unique needs and goals.

We'll discuss things like your assets, family dynamics, and what you hope to achieve with your estate plan. This consultation is all about getting to know you, confirming that our services align with what you’re looking for, and setting the foundation for a customized estate planning strategy.

Initial Design Meeting

Following the consultation, we schedule an initial design meeting.

During this session, we discuss your wishes and priorities in more detail. We then present various estate planning strategies, discussing the benefits and implications of each.

We’ll work together to select the approach that best aligns with your goals, ensuring your estate plan is tailored to your specific needs.

Document Review and Signing

Once we have decided on a strategy, we move on to the preparation of your estate planning documents. This includes drafting wills, trusts, powers of attorney, and any other necessary documents.

These documents are important, and we place great importance on accuracy and detail. During the document review and signing phase, we ensure you fully understand each document. Legal formalities are followed meticulously during the signing and witnessing process to ensure everything is legally binding.

Asset Alignment

Aligning your assets with your estate plan is the next step. This involves ensuring that the titling of your assets matches your estate plan and updating beneficiary designations accordingly.

We review your existing assets and accounts, providing guidance on retitling and updating beneficiary information. It’s important to have proper asset alignment to ensure the effectiveness of your estate plan.

Family Care Meeting

A family care meeting is held to ensure that your family understands your estate plan.

During this meeting, we discuss the roles and responsibilities of executors, trustees, and guardians.

Involving your family members reduces confusion and potential conflicts, providing clarity and peace of mind for everyone involved.

Client Care Program

Our commitment to you doesn’t end once your estate plan is in place. We offer an ongoing client care program, which includes regular reviews and updates of your estate plan. This ensures that your plan adapts to any changes in laws, finances, or family circumstances.

Continuous care keeps your estate plan current and effective, providing long-term support and peace of mind.

Let’s Get Started

Our estate planning process is designed to be comprehensive and client-focused, ensuring your wishes are clearly documented and effectively implemented. By following these steps, we provide a structured and supportive environment for creating your estate plan.

Schedule a complimentary consultation with us today to begin the process.

DISCLAIMER: The content contained herein is for general informational purposes only.  These materials do not constitute legal or other professional advice.  We do not accept any responsibility for any loss that may arise from reliance on this information.  No reader should act or refrain from acting based on information contained in this article without seeking advice of counsel.