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Retirement is calling
01
WHAT TO KNOW

What an Estate Plan should be.

A comprehensive Estate Plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an Estate Plan that does all that requires a unique approach. When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.

Too often, clients self-diagnose the level of planning that fits them. The most common misconception is that they don’t own enough assets to warrant creating an Estate Plan. There is truth to this, but only at the far ends of the spectrum. Extremely small estates can be administered without much planning, juxtaposed to high net worth estates that require incredibly complex planning.

02
WHAT TO EXPECT

How to work with
your Estate Planner.

01

Counseling vs Controlling.

Counseling is the ideal balance when it comes to Estate Planning. An Estate Plan can be jeopardized when the balance shifts and either the client or the attorney controls the estate planning process too heavily. This happens on the client side, when client's self diagnose their needs with respect to estate planning, and the result is an insufficient plan or unsophisticated plan. Sometimes this shifts to the other extreme when an attorney creates an overly sophisticated plan that is too complicated for the client's needs or situation.

Counseling is the ideal balance when it comes to Estate Planning. An Estate Plan can be jeopardized when the balance shifts and either the client or the attorney controls the estate planning process too heavily. This happens on the client side, when client's self diagnose

their needs with respect to estate planning, and the result is an insufficient plan or unsophisticated plan. Sometimes this shifts to the other extreme when an attorney creates an overly sophisticated plan that is too complicated for the client's needs or situation.

02

Credentials.

I would be surprised if most attorneys have not prepared an essential will at some point in their careers. That does not make every attorney an Estate Planning attorney. Be sure to discuss credentials, experience, and application. It’s encouraging to know that the attorney you’re working with has drafted more than a handful of Estate Plans over their career. Equally important is how many they have administered.

  • How many Wills have you drafted?
  • How many Trusts have you prepared?
  • How many Wills have you probated?
  • How many Trusts have you administered?

I would be surprised if most attorneys have not prepared an essential will at some point in their careers. That does not make every attorney an Estate Planning attorney. Be sure to discuss credentials, experience, and application. It’s encouraging to know that the attorney you’re working with has drafted more than a handful of Estate Plans over their career. Equally important is how many they have administered.

  • How many Wills have you drafted?
  • How many Trusts have you prepared?
  • How many Wills have you probated?
  • How many Trusts have you administered?
03

Living documents.

After your Estate Plan is established and funded, how often should you revisit it to ensure it is up to date? Wills and Trusts are not like wine. They do not get better with time. Some plans may never need to be updated. In general, every five years is an excellent time to revisit your Estate Plan. If it’s more than ten years old, it worth having your plan reviewed. Often clients come in with old wills that are still in the original envelope and have not seen the light of day since signing. Estate Plans are working documents, not relics. Notebooks and binders have replaced sealed envelopes in the modern Estate Planning era.

After your Estate Plan is established and funded, how often should you revisit it to ensure it is up to date? Wills and Trusts are not like wine. They do not get better with time. Some plans may never need to be updated. In general, every five years is an excellent time to revisit your Estate Plan. If it’s more than ten years old, it worth

having your plan reviewed. Often clients come in with old wills that are still in the original envelope and have not seen the light of day since signing. Estate Plans are working documents, not relics. Notebooks and binders have replaced sealed envelopes in the modern Estate Planning era.

03
OUR PROCESS

The Comprehensive Estate Plan

My process for Estate Planning is designed to achieve a balance in the planning process. It all starts with education.

01

Partnership

02

Education

03

Recommendation

04

Drafting

05

Follow-up

06

Funding

07

Follow-Through

GET STARTED

Great stories are too often ruined by bad endings. Gain control, and establish your Estate Plan today.