Our Planning Process

What is involved in the Estate Planning process?

6 Step Process — Living Trust Preparation

1. Initial Meeting:

a. Collect information
b. Gather financial statements
c. Discuss goals and desires
d. Collect first payment

2. Inheritance Conversations:

a. Meeting with a counselor to discuss family dynamics and handle possible inheritance issues, upfront

3. Plan Design:

a. Discuss needs and start document production
b. Continue to gather outstanding statements/items/information

4. Plan Approval:

a. Send client(s) drafts to approve (collect second payment)
b. Answer any final questions
c. Make any final changes

5. Signing Party/Documents:

a. Notarize documents
b. Witness Last Will & Testament
c. Collect final payment, pay Notary fee

6. Funding the Plan:

a. Handle Recording of deeds/any issues
b. Prepare final Exhibits
c. Collect final statements and transfer non real estate assets
d. Prepare client for drafting Letter of Instructions to Successor Trustee
e. Make appointment to provide original Trust binder with recorded deed to client
f. Discuss and implement Client Success Program