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.
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.
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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.
The Divorce Process
Starting the Process. The legal process for a divorce begins when one spouse files a Petition for Dissolution of Marriage. The other spouse has 30 days after being served with the Petition and Summons to file and serve a Response.
Financial Disclosures. The spouse who filed the Petition must share their financial information with the other spouse within 60 days of filing the Petition. The other spouse must share their financial information within 60 days of filing their Response.
Decide How to Settle the Issues. There are many issues that must be settled during the divorce process, including by not limited to deciding: how to split assets and debts, who will get legal and physical custody of minor children, and who (if anyone) will pay the other for spousal and/or child support. If the spouses agree on how to settle the issues, then they may never have to attend a court hearing to finalize their divorce. However, when spouses cannot agree, they must use the court process to have a judge decide the issues.
Finalize the divorce. A divorce is not automatically final once all the issues have been decided! Paperwork must be submitted to the court and signed by a judge before a divorce is final. Even then, a divorce might not be final until a future date.
*Each and every divorce is different and therefore the tasks that must be completed within each step of the process can vary greatly. More often than not, settling all the issues is more difficult than originally thought by either or both spouses. You should never assume that you’ll have an easy or quick divorce or that the outcome will be the same as someone else’s. Although its not impossible to complete a divorce without legal representation, the legal process of divorce is complex - certain things must occur within very specific times - and negative consequences can occur if you make a mistake. Therefore, it is best to consult with an attorney early in the process.
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Let’s Get Started!
Not sure where to even start or if you even need an attorney? While your issue may not require one, it’s better to consult with an attorney about your options before you find yourself in a situation where you wish you had hired one. Our firm provides free 30-minute virtual consultations to prospective clients in both Estate Planning and Family law matters. Contact us today to see if we can assist you with your legal needs!
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.
