NEW CLIENTS

The first step in our estate planning process is to attend an orientation meeting with one of our attorneys.  There is no cost or obligation to attend an orientation meeting.  We can conduct an orientation meeting either virtually or in-person using face masks if requested.

If you are married or have a significant other, both spouses should plan to attend. 

 

 


Topics to be covered at a New Client Orientation include:

  • What to consider before meeting and selecting an estate planning attorney.

  • Why most living trusts do not work and how to assure your trust meets your goals.

  • How to leave assets to your loved ones protected against divorces and creditors.

  • How legal fees are determined and strategies to reduce your overall costs by 50% or more.

  • Probate - what is it, why does everyone want to avoid it?

  • What is the real cost of Probate?

  • What is Trust Funding and why is it essential to the success of my living trust?

  • Why should I have professional counseling on how to fund my living trust?

  • The Estate Planning Process - who do you meet with and how to prepare?

  • Counseling versus Word Processing - what are you really paying for?

  • How to make life easier on your loved ones during troubling times.

  • Do your children know what to do at the right time?

  • Why many Living Trusts do not avoid probate?

  • How often should I update my estate plan?