Our Estate Planning Process
Our virtual process makes effective estate planning easier than ever:
Meet
- A Zoom meeting is held to meet you, learn about your family, and decide which estate planning approaches and techniques are appropriate for your situation. We'll come to you right in the comfort of your home via Zoom; no need to sit in traffic to come to a stuffy office! At our meeting we'll collect the needed information to draft your plan, or if time is needed to reflect on wishes we'll provide a questionnaire to gather the basics.
Draft
- The attorney you met with will personally draft your plan based upon your wishes - no passing this off to a junior staffer at our firm. Typical turnaround time is ~2 weeks, but if you let us know at the outset we can usually accommodate any timeline you have.
Review
- Your attorney will record a screen-share video of the documents they have drafted for you and will send this video along with your draft documents for review. Push play and let the attorney walk you through the documents, no need to fumble through a hundred pages and try to make sense of it on your own! Talk through questions or needed updates directly with your drafting attorney and repeat this draft/review process until things look just right.
Sign
- We'll send a mobile notary to you around your schedule to sign your final documents when everyone agrees on the final plan. Your original documents will be kept by you in your personalized estate planning portfolio, and we'll scan a digital backup for safekeeping.
Fund
- If you own a home, we'll take care of transferring the home into your Trust directly with the County Recorder on your behalf. We'll also talk you through specifically how to update beneficiaries and fund your trust with all of your remaining assets in a personalized manner. Resources will be given to move current and future assets into your trust, and we'll always be available for direct guidance at any time in the future.
Maintain
- Reach out to our office anytime you need to make updates to your plan. We'll keep up to date on changes to laws that may affect current plans and we'll send out alerts to all clients to keep them in the loop as necessary. As life changes, reach out to us directly anytime to see if and/or how those changes may alter your plan. More than just a one-off transaction, our law firm should become a resource to you and your family to make sure your affairs are in order and up to date, and we'll gladly be here to guide you along the way.
