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1.
The process begins with a free consultation up to an hour in length. You
are encouraged to bring your
Personal
Information Sheet [provided to you ahead of time] so this first hour can
be used to accomplish as much as possible. In this first hour, we will
cover
-
family
members
-
asset
summary
-
estate
goals
There is no need for any detailed financial
documents. You will receive a fixed price quote for completing the estate
plan. We will conclude the first meeting by setting a second meeting for a
few weeks away.
2.
Between meetings, drafts
will be prepared of wills, trusts, powers of attorney, etc. You will have
the opportunity to review these if you choose. At the second meeting we
strive to execute the will by signing and witnessing the documents.
We will also discuss actions to take for the final “funding” stage.
3.
In the funding stage, your
fixed fee will include re-titling a personal residence into the trust and an
instructive session with your financial advisor for re-titling your
remaining assets. Of course, we will be happy to undertake additional
funding activity on an hourly basis.
Possible Additional Work.
As we go through this
process, we may also discover some additional sophisticated opportunities
for tax savings or asset protection. These may involve irrevocable life
insurance trusts, a qualified personal residence trust, a charitable
remainder trust, or a grantor retained annuity trust. If so, we will
discuss these in detail and provide quotes for the additional planning.
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