TRANSPARENT & EASY
FLAT RATE Estate Planning Services
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How It Works. 5 Step Process:
1) Meeting #1: Discovery Call. Then, I draft the documents.
2) Meeting #2: We go over the documents together.
3) You sign the documents.
4) I process and give you the final product, along with next steps. You're done!
5) Meeting #3: We discuss and implement funding for business owners (where applicable).
2) Meeting #2: We go over the documents together.
3) You sign the documents.
4) I process and give you the final product, along with next steps. You're done!
5) Meeting #3: We discuss and implement funding for business owners (where applicable).
Deliverables:
- 1 hour video consultation to discuss your estate planning goals, tax savings, and ensuring your assets get to the right loved ones.
- 1 hour video consultation to review your new estate plan.
- Document drafting, including any re-drafting of: wills, revocable trust, powers of attorney, advance directive, assignment of personal property and drafting of memorandum of personal belonging for specific bequests, and drafting of real property deed for primary residence.
- Hard copies of original documents.
- Review of your current estate plan (where applicable).
- Personalized Executive Summary of your Estate Plan.
- Personalized Next Step Advisement Plan.
- Review and counsel regarding beneficiary designations.
- Follow up emails to respond to title questions and to confirm that you have completed action steps.
- Real Property title search and deed.
- Upon death or disability, review of your estate plan with family, successor trustee, or successor executor no additional fee.
- PDF e-book of final estate plan.
- Want copies printed? I can print and organize your e-book at an extra flat rate fee.