Our phones are answered twenty-four hours a day and we offer a chat function on We want you to say – “that’s my lawyer” – We want to be your lawyer for life.Estate planning is often avoided because clients don't want to address the fact that they might someday need it. In life, we want to be your first call for answers. We can also work with your financial advisor, insurance agent or CPA. If a trust is involved in your estate planning, we can provide assistance with placing assets into your trust and coordination of beneficiary designations (“funding”). We will provide you with instructions and checklists that could be both helpful to you and your family, executors and trustees. Once you have an estate plan, we are happy to work collaboratively with your other professionals to make sure your plan is carried out. You will also be provided with instructions regarding safe keeping, how to revise the documents in the future and other items. Step 5 – DeliverĪfter signing the documents, we will provide you with the original documents and send you an electronic set. At the conclusion of this date you will have valid estate planning documents and the start of peace of mind. Our attorneys and experienced legal assistants supervise the signing process. You will have the opportunity to ask questions. During our signing date we will provide the witnesses, notary and all the documents ready to sign. When your documents are ready to sign, we will set a date. We even provide a review checklist to assist in the review of your documents. In fact, we generally send you drafts of your documents prior to signing so that you will have an opportunity to review your documents. We want you to have the ability to ask questions and receive answers. We have a team of experienced lawyers and legal assistants who are ready to provide assistance to you and answer questions you may have along the way. Step 3 – DraftĪfter your meeting, we will take your goals and wishes and craft unique documents for you. At the conclusion, we will agree on a scope of work, generally quote a flat fee, enter into an engagement agreement and then our design team begins to work to draft your documents. Goals and wishes are more than boilerplate. We want you to have the opportunity to ask questions and get answers. In that meeting you and your lawyer will explore your goals and wishes. In fact, we begin your engagement with a meeting. Your estate planning documents should be unique to you, not some form generated by a document service. Estate Planning doesn’t have to be cold, scary or boring. We do this by providing direct contact with a lawyer, experienced legal assistants, information and checklist to assist with the process. We want to educate you to give you the power to make informed decisions. Our goal is to take the mystery away – to enlighten you to the possibilities. The legal world is a mystery full of foreign words, unknown customs and practices – an intimidating place for the uninitiated. We provide the notary and witnesses for the execution of the documents. We will have a team of experienced estate planning and probate attorneys and legal assistants as your guides. Through-out the process you will receive worksheets, additional information and meetings to discuss and execute your documents. The process has six distinct steps as follows: Wright has developed a process over nineteen years of estate planning and probate practice and over twenty-eight years of experience in public accountancy (tax) to guide you through this process. Our Partner & Board-Certified Probate & Estate Planning Attorney Paul F. Our client surveys indicate that the #1 thing we can provide for you at the end of the estate planning process is not just a will, or other estate planning documents, but a Peace of Mind. Business Disputes & Commercial Litigation.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |