Many of our clients contact us asking for a specific document, such as a will or a power of attorney. Rather than focusing on documents, we want to help you focus on what you want to accomplish. We will explore your specific concerns, your family dynamics, your assets, and your goals. Once we understand how all of these issues fit together, we can determine the best legal strategies for your specific situation, and the best documents to implement those strategies. If you choose to work with us, we will create an estate plan that is uniquely yours, that you understand and that will work when tested.
The process of designing and implementing an estate plan takes between two and four meetings. It typically takes one to two months from the date that you call to make an appointment until the date that you pick up your completed estate plan. The first meeting usually lasts about an hour. There is no charge for this meeting. We use this time to learn more about you and determine what strategies may best accomplish your goals. We will discuss your planning options and the cost of each option.
In some cases, we can design your estate plan at the initial meeting. In other cases we schedule a separate design meeting if you choose to move forward. We then schedule a signing meeting approximately two to three weeks after we have designed your plan. Signing usually takes between 30 and 90 minutes, depending on the complexity of your plan. At this meeting we will review the plan in detail and you will sign all necessary documents. We will also make sure that you understand what you are doing, why your plan works, and what protections it provides.
Many estate plans require changes to ownership or beneficiary designations in order to work correctly. We often schedule a funding review meeting approximately one month after you sign the documents. At this meeting, we will review all of your assets and ensure that they are designated correctly. We are also happy to meet with your family members during this meeting if you choose
If you plan to schedule an appointment to meet with us to discuss your estate plan, our time together will be more efficient if you download and fill out of this Estate Planning Information Form prior to our meeting.