What To Do Next

About 3 days after scheduling your appointment, you will receive a Mailer with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session.  We must have your Family Wealth Inventory & Assessment returned to our office prior to your Session either by mail, fax or electronic mail or we will need to reschedule your Session.  Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.

On the day of your meeting, please expect to spend up to 2 hours with Vanessa.  This initial meeting has two purposes:

1. To identify whether there is a good fit between you and our firm and…
2. To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with Vanessa’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.

Assuming that you and Vanessa determine that there is a good fit AND that you are ready to form an estate plan that will protect your assets and ensure that your loved ones are taken care of and protected for, we can begin designing a plan for you right away.

Once you and Vanessa have completed the design of your plan, Vanessa schedule a meeting for you to sign your planning documents.

Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.  Our process of review will help you understand your estate plan and feel comfortable that all of your intentions will be carried out should something happen to you.

We see that as only the beginning of our relationship.  You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance.  We review your asset spreadsheet with you and ensure all of your questions are answered.   Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future.  And, there’s no charge for that.

After the planning phase is complete, the maintenance phase of your plan will begin.  At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.

Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails like most attorneys.  We welcome your communications!

You’ll be amazed at how easy and painless the entire planning process will be for you and your family.