4 Easy Steps to Create an Estate Plan 

Now is the time to secure your legacy, preserves your hard earned assets and passes them on to the ones you love.

 
 

1. Attend a Workshop: The first step to creating your estate plan is to attend one of our estate planning workshops either in person or online.

Click here to pick a date and attend a live Estate Planning Workshop

Click here and watch a prerecorded on demand video Estate Planning workshop

 

2. Review and Complete the Estate Planning Workbook: The estate planning workbook is broken down into a number of sections with questionnaires that will help you organize everything necessary to create your personal estate plan. Sections include your estate planning goals, your assets and debts, your family or others who will be named as beneficiaries and or fiduciaries. Complete as much as possible, and to bring with you to the Initial Consultation Meeting. 

 

3. Schedule a consultation and Plan Design Meeting:  This meeting will approximately 1 1/2  to 2 hours. At this meeting we will review all of the information from your workbook. We will answer all your questions.  We will discuss the range of fees for the legal services necessary to accomplish your goals. If you choose to proceed, we will outline all of the methods, strategies and documents needed to satisfy all of your estate planning goals.  

After reviewing the plan outline, a fixed fee amount will be quoted to draft and implement the plan.  Once you make the decision to go forward with drafting and implementing the plan  we will get to work right away.  

4. Schedule the Signing Meeting to Execute all of the documents in your New Estate Plan: After your plan is outlined and your documents are drafted we will schedule a meeting to review and put your estate plan into action. With your newly implemented estate plan you can enjoy the peace of mind knowing that you and your family’s assets are protected. 

 

5. Follow up & Fund:  A few weeks after the Signing Meeting we will schedule a call to make sure all aspects of the plan were executed and funded. Depending on your plan and situation these are a few of the things you may need to do:

  • Change or update your beneficiaries on investment and bank accounts
  • set up gifts
  • retitle real estate 
  • Provide copies of documents to fiduciaries