As an estate planning law firm, we work closely with other professional advisors, such as Certified Financial Planner Practitioners™, Investment Advisors, Financial Consultants, Insurance Professionals, and Certified Public Accountants. We believe the team approach provides our clients with the most sophisticated, comprehensive, and effective estate planning possible. To that end, we encourage our clients to invite their professional advisors into the estate planning process.
Our Proprietary Estate Planning Process
Step One: The Est8Planning Essentials Workshop
We invite all prospective clients and their professional advisors to attend one of our Est8Planning Essentials Workshops. The two-hour workshops cover a variety of critical estate planning concepts. While we do not charge for attendance at the workshops, we do charge clients who decline to attend a workshop but wish to have a private consultation with us. Those charges are credited against the fees for creating estate plans for clients who retain us to take them through the Est8Planning Process.
Step Two: The Vision Meeting
Upon request, we schedule Vision Meetings with those individuals who want to explore the next step with us. At the Vision Meetings, we gather the information we need to propose estate plans and quote fees to prospective clients. Prospective clients who have attended a complimentary Est8Planning Essentials Workshop will not be charged for their Vision Meetings. During the Vision Meetings, prospective clients are given the opportunity to retain our firm as their estate planning counsel.
Step Three: The Design Meeting
Those who opt to proceed with us then help us design their personally-tailored estate plans and are scheduled for the next step in the process.
Step Four: The Signing Meeting
Within three to four weeks of a Design Meeting (or sooner, if circumstances dictate—though there may be additional charges for “rush” engagements), clients will return to our office to review and sign the documents that will implement their estate plans. As with the other steps in the process, you are welcome to attend.
Step Five: Implementation and Funding
One or more further meetings may be needed to help clients make sure that their estate plans are fully implemented and funded. You can be an invaluable resource in that process, and at the same time educate your clients regarding the value you add to their overall estate and financial plans.
Step Six: Review and Update
A year after the Vision Meeting, clients are invited to return to our offices to update their estate plans. Some updates are necessitated by the passage of time, and others by changes in circumstances. Either way, we want to assist clients in knowing that their estate plans will work as intended in a moment of crisis when incapacity or worse comes to pass. There is a charge for the annual meetings, which may give rise to additional legal work, as well as product sales for advisors as clients’ needs are identified in the face of changing circumstances. In either case, the goal is to serve clients’ needs and best interests.
Resources for Advisors
We invite you to visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles that are helpful to individuals and that may be suitable for professional advisors to use as hand-outs.
We work with professional advisors in reaching individuals who need estate planning. We also provide educational workshops for existing clients on issues that impact their current estate plans. Please call us if you would like to plan a workshop.