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Beginning your estate plan is a big step, so our process is designed to help you build confidence every step of the way. Within about 8 weeks, you can have a comprehensive estate plan that will protect your family against any eventuality, even the worst.
All new planning clients begin with an initial meeting (typically 2 hours in duration), during which you will find out what would happen to your family given the planning you currently have in place (even if you have no plan of your own).
If there’s a conflict between your current plan and what you would like to have happen and we both feel that our working relationship is a good fit, we can often design your new plan within the first meeting.
Currently, we offer 4 Levels of Planning, and we will work with you to help you determine which planning level and fee are best for your family. Our fees begin at $1,500 for a married couple, and are all-inclusive. There will be no surprise bills in the mail, and you work with us to design the plan that will give your family the greatest peace of mind.
Once we have chosen the planning level that works best for you, we then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
After the design of your plan is complete, you will return to our office about 4 weeks later to sign your planning documents and your family and assets will be totally protected in the event of your death as of that point.
In most law firms, the relationship ends there. This is where our law firm is very different.
We see signing your estate planning documents as the beginning of our relationship with your family, not the end. If your plan is not properly updated over time, your documents become worth no more than the paper they were written on.
Laws change, your assets change, your family changes, and your plan will need to change as well. All of these changes must be accommodated. And, we make sure that happens by communicating with you regularly, by reviewing your plan at least every three years (at no additional charge), and by keeping you informed so you can make the best possible decisions for your family during your lifetime and so that you can have the peace of mind of knowing we will be here for the people you love most in the event of your incapacity or death.
If you’re looking for this personalized level of estate planning, please contact us.
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