How do I offer you “ease and effectiveness” in your Estate Planning? In over 35 years of estate planning, I have developed a three part system to make estate planning easier and less expensive. The steps are:
1. Education and decisions,
3. Review and sign
The process often takes a client less than two hours of meeting with me, and the estate planning documents are signed in a week. Want to know more? Read on.
First, you download my FREE Estate Planning Information Package. It teaches you about the estate planning process. It also contains a Questionnaire that helps you make many of the decisions that you must make. After reviewing the package, you are ready to ask intelligent questions.
Second, we meet, usually for an hour or less, and we discuss your planning needs. We create your estate plan. With my experience, I can help you simplify ways to meet your goals and protect your loved ones. After this meeting, I draft your estate planning documents.
Third, we meet briefly to review 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. Avoid the cost and tedium of Probate. Check out my FREE Estate Planning Information Package.