Module 4: Document Builder

Tags: , , , , , , , , , , , , , , , , |

We will build your documents based upon the Design phase specifications, providing you easy to read and understand flowcharts and summaries. You will have as much time as you need to ask questions and consider revisions to the first draft. It is important to know that we want to answer any and all questions that you may have about this process.

Module 2: Goals & Responsibility Conversation

Tags: , , , , , , , , , , , , , , , , , |

As we begin our initial conference, we will ask you what goals are most important to you and what concerns or obstacles may currently stand in the way of achieving those goals. This will form the basis of your estate planning strategies, and provide us valuable insight into your mindset. We will also review who should make decisions for you if you could no longer do so for yourself, which is an often neglected but vital element to your estate plan. Finally, we’ll discuss who might be the best party to handle all of the responsibilities necessary to carry out your final wishes and directions.

Module 1: Organizer

Tags: , , , , , , , , , , , , , , , , , , |

It all starts with your Client Organizer that you complete and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you. The Client Organizer should be completed as thoroughly as possible. The information that you provide is confidential, and is important for us to provide the best legal advice during our initial conference.