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Estate Planning Made Simple
Book your FREE strategy session BELOW (phone or in-person) and let me show you how easy it is to protect yourself, your family, and your future. At your strategy session, we’ll discuss your family makeup, your assets (no matter how big or small it doesn’t matter), and your goals. By the time we are done, you’ll have a clear understanding of your estate planning options, and all your questions will be answered.
We know estate planning is hard, so we try to make it easy. Our number one goal is to help you meet your goals. To learn more, call us at 978-474-3450 or choose a date and time that works for you.
Our Estate Planning Process
Schedule Strategy Session
There’s no one-size-fits-all in estate planning, so your strategy session will be specifically tailored to meet all of your needs. During your Session, you’ll go over different planning strategies and instruments – what they do, why, and how best to use them – and we’ll answer any and all questions or concerns you have. Before agreeing on a strategy to implement, you’ll fully understand what it entails, why it’s being recommended, and the investment needed to complete your estate plan. If you want to hire us to create your estate plan, we’ll complete and sign our Representation Agreement which will set out the specific plan being created and the fixed fee associated with that plan. You’ll then have any opportunity to ask any additional questions you may have and you’ll be given a brief overview of the next steps you should expect.
Drafting Your Estate Plan
Our team generally plans for 2-3 weeks to draft your plan documents. That time frame will be based on our current workflow and any specific needs you may have. We are certainly able to accommodate your needs. We will send you draft versions of your planning documents to review at your own pace. At that time, you may have additional revisions, questions, or clarification of terms. Our open communication platform means you don’t have to hesitate to ask or suggest. At the end of the day, this is your plan and we want you to be fully comfortable with the details and how it works.
Estate Plan Signing
After you’ve approved your draft documents, we’ll prepare your final documents to be signed and schedule your Signing Meeting our office, and on a date and time that’s convenient for you. On the day of your signing, we’ll go over your documents prior to signing. The signing meeting usually lasts between 30-60 minutes. After your signing, you’ll be given your original documents along with additional handouts for your information. We’ll also send you a digital version of your signed documents for your records.
Great team! Quick to follow up on questions with answers I could actually understand. The whole process of creating a will can be overwhelming but Scott made me feel comfortable and confident that I was in good hands.
– Mark, Client.
Working with Scott is great! Thank you for handling everything in a very prompt and professional manner. I will absolutely recommend family and friends.
– John, Client