Estate Planning goes hand in hand with Asset Protection. The entire point of any estate plan should be to simplify the distribution of assets. In Asset Protection, the goal is to protect assets during our Client’s lifetime. Estate Planning is a continuation of that goal beyond our Client’s lifetime.
Most of the estate planning industry has devised exotic trusts and instruments that are completely unnecessary and expensive. An estate plan should be as simple as possible. The more complex and complicated, the more room for litigation and confusion.
Our goal is to get your estate plan created and finalized as fast as possible. Our forms and processes are setup to minimize the strain and work on your end. The process works like this:
- You decide which estate package you want.
- You complete a simple 5-page intake form.
- We have a brief phone call to confirm the estate plan you want to create and I answer any questions you have.
- I draft the documents and email them to you for review.
- Once you approve the documents, we set a time to get them signed.
The entire process from beginning to end will take you less than an hour for a simple estate plan.
We offer Customized Estate Plans at Competitive Rates
You do not have to sacrifice professional advice to get a competitively priced estate plan. Our law firm offers customized estate planning packages with competitively priced rates. Whether you need a simple straight forward estate plan or you have substantial assets to protect, which requires a more sophisticated plan, we will put together a package that works best for you.
Attorney Preparation / Fully Customized
When it comes to estate planning, we understand that no two individuals are alike. For this reason, we will take a personal approach and let you know the most sensible, up to date legal options available. All of your estate planning documents will be prepared by an attorney at our law firm to ensure compliance with state and federal laws.
Peace of Mind
With so much riding on the decisions involved in creating an estate plan, you cannot afford to make a costly mistake. You will be able to rest assured knowing that all of your estate planning needs have been met and all of the associated documents have been properly executed.
An attorney who practices estate planning law is the only person who can properly guide you to ensure the peace of mind that comes with a properly executed estate plan