How My Process Is Different:
Like any profession, estate planners are susceptible to routine. As a practice grows so do the time constraints on the planner. It becomes all to easy focus on the singular estate planning goal of maximizing the value and dispersion of assets upon death.
Client comes in – There is a general discussion of who gets what - Documents get drafted – the client is sent on their way… rise and repeat.
Excellently drafted estate planning documents are important, but in my opinion, far more important is the understanding of how life altering events, such as death and incapacity, effect family cohesion and harmony.
These are important moments. Families are being formed, businesses are being built and sold, a parent has passed. It takes more than a one off transaction to deal with such complexities. It takes a commitment to understanding, support, education and continuous and open communication.
This is why I strive to build life-long relationships with clients and utilize flexible pricing models. I want my clients to freely communicate all of their estate planning questions to me as they go through life without the worry of an unexpected bill.
Properly conveying you values, wishes, and experiences with your family and loved ones is a critical component of the estate planning process. Our ongoing process, education and tools will help you communicate with your loved ones in a way that will help alleviate family disharmony and ensure your wishes are carried out.