Foundational Estate Planning Consultation, Design, & Signing
Step One: Schedule an Initial Consultation
You may have been referred to us by another client or professional advisor, attended a professional education seminar, read about us on our website, or looked us up in the phone book. We encourage you to contact our office and schedule an initial no-obligation consultation with one of our attorneys as a first step.
Request an Initial Consultation
Step Two: Complete the Personal Information Form
You will receive a welcome packet from our office prior to your scheduled consultation. Included in this packet is a Personal Information Form. This form is designed to help you gather important information to help us understand your circumstances and to help you to organize your thoughts about your own planning goals. Please take the time to complete the form and return it to our offices prior to your initial consultation.
Please also provide us with copies of any other prior planning, such as Wills, Trusts, Powers of Attorney, or other planning tools that you currently have in place. Determine whether you’re plan meets your needs with our 15-Point Checklist.
Print our Personal Information Form
Print our Pre-Nuptial Personal Information Form
Step Three: Initial Consultation & Design
Designing a client-centered plan requires us to pinpoint your objectives and then synthesize our knowledge of you and your family with the broadest array of planning tools available. If you don’t quite know exactly what your objectives are or are unclear, do not worry because we will help you in the process of identifying your objectives. After listening carefully to your situation, we will begin designing your plan. We require both spouses be present for all initial consultations, as your estate planning should be designed to work together. When you leave your initial consultation you will have a clear understanding of the plan we have designed with you as well as a quoted fee for our services.
What to Bring to Your Initial Consultation
- Your completed Personal Information Form. Please fill this form out to the best of your ability
- A list of questions you think of while filling out the personal information form
- You may also consider filling out our Estate Planning Goals worksheet.
- A list of questions you have about estate planning in general, including specific questions about your finances, family, or other situations
- Your most recent income tax returns
- Any existing wills, trusts or prior estate planning instruments
- Financial Statements and ownership paperwork, including:
- Cash and investment account statements
- Retirement plan statements
- Life Insurance and annuity statements
- Copies of stocks or bonds
- Business interests
- Real property deeds (Warranty or Quit Claim)
What to Expect
- Your initial consultation will last approximately two hours. This is a no obligation meeting that allows us to get a complete picture of your situation and recommend the appropriate estate planning strategies.
- We will ask detailed, sometimes personal questions about your priorities, goals, dreams, family, finances, and assets.
- We will educate you about the Estate Planning process, as well as pertinent laws so that you can better understand what would happen to your family and assets if you were to become incapacitated or die. We will also educate you about what our Estate Planning products will accomplish for you.
- We will be up front about our fixed fees and process so you will know when the work will be done and how much it will cost.
Step Four: Plan Signing
Once we have designed your plan, we will schedule a signing meeting approximately two to four weeks after your initial consultation. Please expect to spend approximately two hours in this meeting. We will thoroughly review each of your instruments and answer any questions you have. We will also prepare a CD-ROM of your instruments at your request. You will leave with your working estate planning portfolio the same day you sign your instruments.
Step Five: Funding
Step Six: Client Care Membership Program™ information
Estate Planning Goals