Legacy Planning Process

Initial Introduction

Purpose: To establish a relationship between the client, the referral source, and the attorney and determine a starting point from which we will proceed.

Purpose: To design a customized estate plan strategy that meets that your goals and objectives while eliminating your fears.  

Purpose: To ensure you understand your estate plan and that it meets your goals and objectives while eliminating your fears. 

Purpose: To coordinate beneficiary designation forms and ensure assets are titled correctly.  

Purpose: To help your executors, trustees, agents, and beneficiaries understand your plan, their roles, and why it is designed as it is.  

Purpose: A bi-annual review of your estate plan to make sure it is optimally designed for your current needs.