Estate planning should be about more than just creating documents. Too often, people go to an attorney, ask them to draft a will and the attorney does it without considering the person’s estate planning goals. Good estate planning is about more than wills, trusts and powers of attorney. It’s about achieving the client’s goals. And most of the time that means more than just drafting documents.
Our estate planning process involves defining and setting goals, teaching about estate planning tools and legal terms, gathering the necessary information and then designing, drafting and implementing a customized estate plan that achieves the client’s goals.
The estate plan does not stop when documents are signed. The plan has to be implemented, and the individuals who are involved in the plan must be taught how to use it. That’s what sets us apart. That’s why we do more than draft documents. We teach you and your family how to make sure the plan is properly implemented.