PROSPECTIVE CLIENTS

The first step in the estate planning process is to attend a New Client Orientation Workshop Attendance at this program is a prerequisite to begin the planning process. If you are married or have a significant other, both spouses will need to attend. There is no charge to attend the New Client Orientation Workshop and no obligation to retain our firm.

The meetings are held at our office Learning Center 
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Topics to be covered at a
New Client Orientation Workshop include:

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  • 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?

Scott A. Williams has been recognized by Avvo.com as Supurb rated and a Clients' Choice estate planning 

© 2019 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

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