When you are ready to Begin...  

The process begins with a free consultation up to an hour in length.  You are encouraged to bring your Personal Information Sheet [provided to you ahead of time] so this first hour can be used to accomplish as much as possible.  In this first hour, we will cover

-          family members
          asset summary
          estate goals
There is no need for any detailed financial documents.  You will receive a fixed price quote for completing the estate plan.  We will conclude the first meeting by setting a second meeting for a few weeks away. 

Between meetings, drafts will be prepared of wills, trusts, powers of attorney, etc.  You will have the opportunity to review these if you choose.  At the second meeting we strive to execute the will by signing and witnessing the documents.  We will also discuss actions to take for the final “funding” stage. 

In the funding stage, your fixed fee will include re-titling a personal residence into the trust and an instructive session with your financial advisor for re-titling your remaining assets.  Of course, we will be happy to undertake additional funding activity on an hourly basis. 

Possible Additional Work. 
As we go through this process, we may also discover some additional sophisticated opportunities for tax savings or asset protection.  These may involve irrevocable life insurance trusts, a qualified personal residence trust, a charitable remainder trust, or a grantor retained annuity trust.  If so, we will discuss these in detail and provide quotes for the additional planning.




Net Worth:    < $300,000     Up to $1,000,000      1 to 5 Million      Over 5 Million

Life's Complexities that can be protected against
- Your beneficiary has an accident and is sued
- Surviving Spouse Remarries into fiscal irresponsibility
- Keeping your wealth in the family should your surviving spouse remarry
- Keeping your wealth in the family upon divorce of a beneficiary
- Surviving spouse needs both money and money management
- Surviving spouse has an accident and is sued

The Process we follow:      New Client               Probate                 Picking a Trustee

Some Helpful Information:     Definitions
                                                Additional Reading
                                                Frequently Asked Questions [FAQ]

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