STEP 5: SIGNING: Once your estate plan is prepared, we will schedule a time for you to come back to our office to review and sign all of your documents. We will go over each document, how your plan works and answer all of your questions. We can also make any necessary revisions at this time.
STEP 6: HOMEWORK MEETING OR TELEPHONE CONFERENCE: After the signing ceremony we will meet to go over your “homework” and to deliver your big black binder (your estate planning organizer with all of your documents). You will always have the original documents, but we will keep scanned copies. We also offer our “Thrash Vault” so that you, your family and even your trusted financial advisors may access scanned copies of your documents at any time.
STEP 7: PROTECTION PLANS: We realize that our clients will only have peace of mind if they know that their planning is and remains current. We also know that legal fees can quickly become very expensive. For these reasons, we offer a maintenance program called a Protection Plan. With this plan you are able to obtain ongoing legal services and advice to keep your plan current at a substantially reduced cost.