Getting Started

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Getting Started

We know that beginning your estate plan is a big step and we have designed a process to ensure your confidence and convenience every step of the way.  Each of your choices and decisions is carefully reviewed with you and yet the entire process usually takes no more than 4 to 6 weeks, so that very soon after your first meeting with Steve your family could be totally protected. If you need an appointment after or before business hours, just let us know.  If you need Steve to make a “house call,” he is happy to do that as well.

Initial Meeting

We offer you a unique combination of warmth, patience and efficiency. After you have completed and returned your Confidential Personal Information Form, you begin the planning process with an initial estate planning meeting.  This is an opportunity for you to meet with me so that you can each determine whether there is a good fit between you and our firm. This meeting will usually last about 1 1/2 hours. The fee for the initial meeting is $495, but if you just mention the code: SB1212 you can save $300 off the cost of that meeting. If you move forward with a plan, the cost of the initial meeting is applied toward the cost of your plan.

During the initial planning meeting, we review your financial and personal situation based on the Personal Information Form and I explain what would happen to your estate under your current plan, which may mean no plan at all.  If you are not comfortable with your current plan, I will suggest ways to protect your family by creating a new plan to meet your specific needs and concerns.

Plan Design

If there is a good fit between you and our firm, I will help you to choose the estate plan and fee that is right for your family.  If one of our planning levels is not appropriate, we will design one that is.   We will discuss your choices for the various roles in your estate plan, including your choice for executor, guardian, trustee, health care agent and power of attorney if appropriate.

Occasionally, depending on the level of planning you choose and the complexity of your situation, a second planning meeting may be needed, but once your plan has been designed to your satisfaction, you will receive drafts of your documents in 2-3 weeks, and then return to the office to sign the final versions after any changes or corrections. If you need to make a minor change in the next year, we will do that free of charge.

Plan Delivery

At the last meeting, you will receive the original documents, in a neatly organized binder, along with electronic and paper copies of everything you signed, as well as detailed instructions on what to do with the documents.  I


After that, we will keep in touch with you periodically with news about changes to estate related laws and ideas through our news letter.  Members of our LifeTime Legal Program will be contacted annually to see if your family or financial situation has changed, and if so to schedule a tune-up of your estate plan.

If you would like to learn more about our process, contact us through this link, or give us a call at 860.368.0414.

To get started today, click HERE to download your Confidential Personal Information Form.


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