our trademarked 7-step process personalized just for you.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Asset
Alignment

Client Care
Program

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

During your initial conference, we discuss your preliminary goals and mindset for estate planning. After that conference, the process continues with your completing a Client Organizer designed to give us information we need to analyze your current situation and provide the best legal advice throughout the process. The Client Organizer should be completed as thoroughly as possible. All information provided will be kept confidential and disclosed to no one else without your advance permission.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

Beginning with the initial conference and continuing through your second meeting, we explore more deeply what goals are most important to you and what concerns or obstacles may currently stand in the way of achieving those goals. This conversation forms the basis of your estate plan strategies. We 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 of estate planning. Finally, we discuss who might be the best parties to handle the various responsibilities necessary to carry out your final wishes and directions.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

At your second meeting, we work together to design a Will-based or trust-based plan that meets your needs according to your goals and concerns, given your family and financial situation. There is no such thing as a “one-size-fits-all” estate plan. Among other things, we consider the types of assets you own, how you own them, why you own them, and related tax consequences to fashion your individualized plan. We provide a fixed fee quote, so that you will know your investment amount for us to complete your planning before we move further in the process.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

Once we are all in agreement with your planning needs, we build your documents based upon the Design phase specifications, providing you with “say-what-you-mean and mean-what-you-say” documents, including easy-to-read summaries and flowcharts as appropriate. You will be invited to ask questions and provide comments about our drafts, after which we finalize your documents for signing.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

You may have a trusted attorney, CPA, or financial advisor whom you would like or need to be involved in this process. We encourage collaboration. Just let us know, and we will either invite them to join meetings in person or by phone.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

For Foundational Plan clients, we provide detailed recommendations about how assets should be titled and how beneficiaries should be designated. For Legacy Plan and Signature Plan clients, we not only provide those recommendations, but, as much as possible, we do all the required paperwork. This is another way that our unique process provides you with confidence, comfort, and clarity that your plan will actually work when and as intended. You will be able to rest assured that your legal team includes well-trained professionals who work with your financial firms, banks, and advisors to ensure that all your assets and estate plan documents are in alignment.

Organizer

Goals & Responsibility
Conversation

Design

Document Builder

Advisor Coordinator

Funding
Process

Maintenance
Program

BACK

For trust-based plans, the fee you pay us includes one year in our Client Maintenance Program. This Program is designed to serve as a cost-effective way to ensure that your documents do not fall out of date with the ever-changing legal, tax, and financial world. The Program also works to keep your plan up to date with your family and financial situation. If and when you open a new account or acquire a new asset, our team will work with you to make sure that it is titled correctly and that beneficiaries are properly designated.

WHICH CLIENT MINDSETS LEAD TO SUCCESS?

our trademarked 7-step process personalized just for you.

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