We work with your referring advisor, so we can understand your financial background, your situation and needs. During this part of the estate planning process, you will complete our Estate Planning Deficiencies Check-Up, provide us with basic contact information, and begin to identify and express your goals and concerns using our Estate Planning Design Questionnaire.
We will discuss in detail your background and family, goals and concerns, and any issues identified in the Estate Planning Design Questionnaire that require further consideration.
At the end of this meeting, a fee range will be quoted based on a preliminary plan design.
During this meeting, your proposed estate plan design will be presented to you in plain English and with easy to understand outlines and diagrams. Together, we will work through the details of the plan to create a customized estate plan strategy that meets your goals and objectives while addressing your concerns and anxieties. Once we verify the estate plan reflects your wishes, we will execute the documents and instruct you on how to effectively use the pieces of your estate plan to accomplish your goals.
Once the estate plan documents have been executed, we assist you with beneficiary designation changes and other funding issues to ensure the planning is effective and works as designed. At this meeting we will execute any necessary documents to fund your trust and instruct you on how to place any future acquired assets into the trust as well.
Family Care Meeting
A plan is only as good as carry it out, for an estate plan that means the trustees, agents, future personal representatives who make up your emergency response team. If you want us to do so, we will also educate your family members and friends who you have selected to assist you in these vulnerable situations. We will educate them on overview of the plan, their roles in the plan, and why the plan is designed as it is. We will also allot time for your team to ask questions regarding their role.
Note: We take confidentiality very seriously. Subject to certain limitations, nothing about your estate plan will be revealed unless you specifically authorize us to release it.
Long-Term Client Care
For members of our Estate Care Program, among other benefits, we review their estate plan annually in light of any changes in their family, finances, the law, or new planning strategies to help ensure their plan continues to carry out its original intent. We will also provide continuing assistance to provide funding of new assets into the appropriate trust.