PHASE II. Engagement

STEP 1. Design Your Plan

With the information you have provided, we will utilize our knowledge, experience, and resources to design and coordinate planning strategies that meet your specific needs and desires.

STEP 2. Refinement of Your Plan

This entails consultation with you and your professional advisors regarding the design of your plan. During this phase we will assist you with the decision-making process relating to both the general and specific aspects of your plan. We will further refine your plan based upon your input and your thoughtful decisions. After all, your plan should reflect you, your family, and your planning needs, dreams and aspirations.

STEP 3. Presentation of your Planning Documents

We will present your entire plan to you and your professional advisors to assure your comfort and understanding. Upon your approval of your plan and its documents, we will arrange for your document signing.

We shall work with you and your advisors to fund your trusts and take care of other appropriate matters to ensure the effectiveness of your estate
plan. This is part of the implementation process below summarized.

PHASE III. Post Engagement

STEP 1. Implementation of Your Plan

Details of your plan are assigned to the appropriate team member for immediate implementation.

STEP 2. Maintenance of Your Plan

We suggest ANNUAL STATE OF THE ESTATE™  REVIEWS. Changes in the law or regulations, changes in your personal and financial circumstances, and changes in legal technology may warrant periodic revisions of your estate plan. For example, individuals selected to serve in various roles may no longer be available to serve in those capacities. This will require modification of your estate plan.

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