Step 1: Free Consultation and Plan
Initial consultation with Attorney to discuss your family and person situation and create a plan, going forward
Step 2: Plan Discussion and Process
While talking with the Attorney, a plan is designed based on what's important to you and your family. You take home a list of information you need to gather and given an asset information booklet to help with the process.
Step 3: Plan Deveopment
Client takes Asset Information Booklet back to Attorney and legal documents are drafted by the law firm. Paralegal calls you to verify all information. Any and all changes are made at this time.
Step 4: Plan Execution and Delivery
All planning documents are reviewed and executed with you and your family (if necessary).
Step 5: Plan Asset Transfer and Funding
Review of assets being transferred, gifted and funded. Appropriate documents are signed. Funding of Funeral Trust, financial servies are reviewed and Long-Term Care Insurance Options are reviewed in detail.
Step 6: Lifetime Communication and Updates
Regular review meetings to ensure your plan continues to work (discuss any issues at this time). Email/regular mail to client every 4 years to review will documents in case of any changes.
