How do I offer you “ease and effectiveness” in your Estate Planning? In over 35 years of estate planning, I have developed a system to make estate planning easier and less expensive. The process often takes a client less than three hours and is finished in a week. To elaborate:
First, I provide you with my FREE Estate Planning Information Package. My package teaches you much about the estate planning process. It also contains a Questionnaire that I designed to lead you through many of the decisions that you must make. After reviewing the package, you can make most of your decisions and are ready to ask intelligent questions.
Second, we meet, usually for an hour or less, and go over your answers and questions. We fine tune your estate plan. With my experience, I can help you simplify ways to meet your goals and protect your loved ones.
Third, I draft your estate planning documents.
Finally, we meet, briefly to go over your documents and sign them. Your package includes a closing letter that instructs you on what to do to complete your plan. I include letters to bankers and brokers asking for their help. It is just that easy.
My Advice: Enjoy “ease and effectiveness” in your estate planning with a revocable living trust package. Avoid the cost and tedium of Probate. Check out the FREE Estate Planning Information Package.