Experience comprehensive estate planning with our attorneys. From initial consultation to periodic reviews, we offer customized legal solutions for secure futures.
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Schedule initial consultation with client
2
Gather necessary personal information from client
3
Determine client's estate planning goals
4
Analyze client's financial data
5
Evaluate client's estate tax potential
6
Create a list of client's assets and liabilities
7
Formulate a comprehensive estate plan draft
8
Approval: Estate Plan Draft
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Discuss the draft with client and incorporate feedback
10
Prepare legal documents for estate plan
11
Review and finalize legal documents with client
12
Approval: Final Estate Plan Documents
13
Coordinate the signing of documents
14
Provide copies of signed documents to client
15
Implement the estate plan
16
Monitor and review the plan periodically with client
17
Update estate plan as per changes in law or client’s circumstances
Schedule initial consultation with client
Schedule an initial consultation with the client to discuss their estate planning needs. This task is crucial as it helps establish a relationship and build trust with the client. It sets the tone for the entire process and ensures that the client's goals and objectives are understood and properly addressed. Make sure to ask the client for their preferred method of communication and schedule the consultation accordingly.
Gather necessary personal information from client
Collect all the necessary personal information from the client. This includes their full name, date of birth, social security number, address, and any other relevant details. This information is essential for the estate planning process as it provides a clear understanding of the client's current circumstances.
Determine client's estate planning goals
Engage in a conversation with the client to determine their estate planning goals. This task involves actively listening to the client, asking clarifying questions, and understanding their intentions for their assets, beneficiaries, and any special considerations. Documenting these goals is crucial as it provides a clear roadmap for the estate planning process.
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Minor children
2
Charitable giving
3
Special needs beneficiaries
4
Business succession
Analyze client's financial data
Evaluate client's estate tax potential
Create a list of client's assets and liabilities
Formulate a comprehensive estate plan draft
Approval: Estate Plan Draft
Will be submitted for approval:
Formulate a comprehensive estate plan draft
Will be submitted
Discuss the draft with client and incorporate feedback
Prepare legal documents for estate plan
Review and finalize legal documents with client
Approval: Final Estate Plan Documents
Will be submitted for approval:
Review and finalize legal documents with client
Will be submitted
Coordinate the signing of documents
Provide copies of signed documents to client
Implement the estate plan
Monitor and review the plan periodically with client
Update estate plan as per changes in law or client’s circumstances
