I try to keep things a simple as possible. Typically, I use the following process – but if some other way works better for you, then we can go that route. I am here to serve you and whatever works for you will work for me.
Preliminary meeting with you: the purpose of the meeting is to:
- Get to know you;
- Learn about your dreams, desires and needs;
- Educate you on the estate planning options;
- Agree on a course of action and timeline;
- Agree on the fee and you will pay the fee; and
- Walk through our Estate Planning Questionnaire.
This first meeting typically takes about 2 to 3 hours.
Information gathering: During the first meeting, we will walk through our Estate Planning Questionnaire listing the information and documents I will need. We will complete as much of it as possible. You will need to provide additional information that is not immediately available and get me copies of the necessary documents. It will likely take several hours to complete the questionnaire and gather all the documents. You will then forward the completed questionnaire and documents to me within a week to 10 days of our meeting.
Document drafting: I will draft your estate planning documents within 5 working days of receiving your completed questionnaire and documents. I will then email you the draft documents for your review.
Your Document Review & Feedback: You will then review the documents and advise me of any questions, concerns or changes you would like. You should do this within 5 working days of receiving the documents from me.
Document refinement: I will make all requested changes – and then email the revised documents to you for your review. You will then go through Step 4 above. We will continue Steps 3, 4 and 5 until we have the documents as you want them (however, the time between steps will likely be a day rather than 5 days).
Document signing: We will meet to sign and have all documents notarized.
Funding the Trust: At the document signing, I will provide you a list of assets that should be put into your living trust (which are not addressed in the document signing session) with directions on how to do that.
Funding Follow-up: One month after the Document Signing, I will follow up with you to find out how your funding of the Living Trust is going. It is so important that you fund the trust. Because if you don’t fund the trust, your beneficiaries will be disappointed.
Our Recommended path for learning about Estate Planning (click the area of your interest to go to that page):