Your Needs. Our Focus. The Gold Standard. 

Our Process For Working with our Estate Planning Clients

Our Process for Working With Clients

As your estate planning attorney, we strive to serve you as people, not as a file.  By focusing on your family's hopes, dreams and aspirations, we are able to merge your vision with our legal expertise to create plans that serve your family not only today, but well into the future.

Step One: The Initial Consultation and Design Meeting:

We want to make sure prospective clients have the opportunity to ask questions, feel a sense of comfort with us, and determine a fee range before making a commitment.  This conversation is to get a sense of what components of an estate plan you need, and which you do not.  We start establishing planning arrangements that truly achieve your goals and most appropriately fit your situation.   We want to get to know who you are and what is important to you, to identify your vision for the future, to help you understand the planning issues that are relevant to you and to educate you about the steps you can take to address those issues and make that vision a reality.

Prior to the Initial Consultation and Design Meeting we will provide you with a Data Gathering Packet with a list of documents we will need you to bring.

During the Meeting, we will discuss the specific details of the plan for your future. This is really a creative process, where the attorney and client discuss solutions, pitfalls, and options.  Based upon the specific needs and goals of our clients, we will take the time to make estate planning recommendations and to build an estate plan that plans for and protects the client and their loved ones.  This meeting typically runs two to three hours with clients.

Step Two: Review and Sign the Documents

About four weeks later, after the design and drafting of the estate plan, a follow-up meeting to sign documents and begin implementation of the plan will be scheduled. This meeting is usually one to two hours as we will thoroughly explain the planning documents to our clients, and to their family members if necessary.  At the conclusion of this meeting, the estate plan is effectively in place. Your attorney will have personally drafted each of your legal documents and will review them with you to make sure everything is just right. Before you leave, we will set a funding meeting to completely fund your trust.

Step Three: Funding Meeting

This meeting is for the purpose of making sure all of the client asset transfers are moving forward and assets that require a title change are handled and adjustments to beneficiary designations are initiated.  We are committed to plans that actually work as intended and we want the process to be as easy as possible for the client.

Step Four: Ongoing Client Relationship

We do not consider the signing of the documents as just the final part of a legal transaction. In fact, we strive to build lasting relationships with our clients.  At no additional charge, we review your plan every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.   Within the three-year period we encourage our clients to call our office when they have a question concerning any aspect of their estate planning.

Any changes needed at the time of the three-year review will be a new flat fee.

Call 919-758-8644 to schedule your Family Life & Wealth Planning Meeting.