Helping Clients Prepare for and
Navigate Worst Case Scenarios
Nobody wants to think about death, but proactively planning for what will happen can save you and your loved ones both money and unnecessary stress. Together, we can design a personalized and comprehensive estate plan to help you safeguard your assets, plan for periods of disability or incapacity, and provide your loved ones with the guidance and piece of mind they’ll need if you should pass before them. If you’ve lost a loved one, you are not alone. We can guide you through trust administration or help you navigate the confusing and complex legal process of probate.
Services We Provide
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Estate Planning
Estate planning is for everyone, not just the rich. Even if you don’t have a lot to leave, an Estate Plan can provide your loved ones with instructions for carrying out your final wishes, memorialize your legacy, nominate guardians for minor children, and help to manage your medical and financial needs during periods of disability or incapacity. Let us help you personalize a plan that will give you and your loved ones piece of mind.
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Trust Administration
Trust administration is the private process of distributing a person’s assets and payment of their debts from their trust after their death. Trust administration can be a daunting, time-involved process, especially if you’ve never done it before. If you have a loved one whose trust must be administered, we may be able to assist you in the process.
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Probate
Probate is the court supervised process of distributing a person’s assets and payment of their debts after their death. If you have a loved one whose estate must be probated, we may be able to assist you in the process.
The Estate Planning Process
Schedule a Peace of Mind Planning Session.
During this 60-minute virtual session we’ll discuss your goals and whether a will-based or a trust-based plan is best for you and your family. I’ll throughly review our process and fee pricing so you’ll know how much your investment will be and how long it will take. If we decide that we’re a good fit to work together, we’ll move forward to Step 2.
Click here to book a Peace of Mind Planning Session now!
Sign Up for a Plan.
After you select a will-based or trust-based plan, we’ll collect payment and email you a Client Agreement. After you sign the Agreement and submit payment, we’ll schedule your Design Meeting and send you an Questionnaire to complete.
Attend a Design Meeting.
At the 60-minute virtual Design Meeting, we will discuss the custom plan we drafted based on your Questionnaire answers, address any questions or concerns you may have, and finalize your estate plan. We’ll also schedule your Signing Meeting.
Finalize Your Documents.
After the Design Meeting, we’ll make any necessary changes or corrections to your plan. You’ll then verify your beneficiaries, gifts, and successors. We’ll begin preparing your documents for your signatures and will schedule witnesses and a notary for your Signing Meeting.
Sign Your Plan.
This is the last Step! The Signing Meeting is a 30-minute in-person meeting where you will sign your plan in front of witnesses and a notary. This date is set at the end of the Design Meeting.
