We employ some rather unique techniques in our practice. We never charge for estate planning conferences.
At these meetings, we advise you of estate tax and probate savings techniques. Prior to incurring any costs, you are informed of the exact charge for your estate plan. You may then authorize us to proceed, if you wish, or you may leave our office without incurring any charge.
Our estate planning fee includes personally tailored document preparation, detailed instructions for titling assets and beneficiary designations, forms for written distribution of tangible personal property, a personal information form to advise your family of vital information about your personal desires such as funeral plans, burial plans, location of vital documents, etc., and continued free access to attorneys or staff through telephone or office conferences or by e-mail.
We have a "check-up" plan every three or four years. Our appointment secretary contacts you and requests a conference with us to review your estate, your health, and your family relationships. These reviews aid in keeping your estate plan current with regard to any changes in probate or tax laws and your distribution desires. We have no charge for these review conferences. If you desire a review conference prior to the four-year date, we are happy to accommodate you.
We believe our estate planning is far more pervasive than others. We pride ourselves on our service and attention to detail. We want to assure your complete satisfaction and confidence, and we look forward to working with you.