How We Work
Planning For the Ones You Love
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
FAMILY WEALTH PLANNING SESSION
At your Family Wealth Planning Session, we will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Congratulations, your complete estate plan is ready to be signed! At your Signing Ceremony, we will review each document in your plan, review what it means, and remind you why you made your selections – and we can do this either virtually or in-person. We will also make sure you are ready to get everything signed and notarized. From that point forward, your family and assets are protected. This is a big moment!
During our Binder Delivery Meeting where we present your estate planning originals, we will do three really important things together. We will ensure your assets are titled correctly or if not, we will go over exactly what to do to ensure they are. Then we will review the letters we have prepared for the important people named in your plan, and finally we will discuss how you can keep your plan up to date over time so that it works exactly as designed when needed.
FAMILY WEALTH LEGACY INTERVIEW
Right after we deliver your binder, we will focus on capturing your most valuable assets – your insights, values, stories and experiences. These are the most commonly lost assets of all time, and we want to help you ensure your family has something to remember you by. You’ll record your Legacy Interview with us – the first of many you’re invited to record and add to your online Legacy Library. We capture the unique things that make you, “you,” so they can be preserved and passed on to those you love.
CONTINUOUS LIFETIME SUPPORT
We will be in touch with you on the anniversary date of the signing of your estate plan every single year. Plus, every three years we offer a sit-down meeting together to review your plan and any life changes. If you want to meet more often than that, great! We have a specially designed Family Wealth VIP Membership Program for clients who want white-glove concierge service. No matter what though, we are here always to be a resource for you during your lifetime and beyond as your Personal Family Lawyer.