Schedule Your Personal Family Wealth Planning Session
When you call our office to schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life documented and in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.
What to Do Prior to Your Personal Family Wealth Planning Session
After scheduling your appointment, you will receive a packet by mail with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, fax or email, or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Personal Family Wealth Planning Session
On the day of your meeting, please expect to spend up to 2 hours with us. By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with our guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
What Happens Next?
Once we've completed the design of your plan and reviewed your assets for the purpose of ensuring that everything you own will be titled for maximum protection, we'll schedule a meeting for you to sign your planning documents approximately 4 weeks later.
Sometimes, depending on the level of planning you choose and the complexity of your situation, a second design meeting is needed to review your more complex financial matters. Once your plan has been designed to your satisfaction, you will return to our office about 4-6 weeks later to sign your planning documents. At this point, your family and your assets will be totally protected in the case of your death or incapacity.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Family Wealth Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.
Call us today to learn about the our VIP Membership Programs. We want to be here for you without either of us watching the clock - we don't charge you for phone calls, faxes, or emails. We welcome your communications!
You'll be amazed at how easy and painless the entire planning process will be for your family.
What Will It Cost?
We will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs - our fees are all-inclusive, so there are no surprises) and we will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
Get started with a Personal Family Wealth Planning Session