Begin Your Journey to Peace of Mind with Attorney Angel
Embarking on estate planning can feel overwhelming, but with Attorney Angel’s guidance, you’ll navigate this important step with ease and confidence. Our process ensures your wishes are clearly outlined and your future is secure. Here’s how we guide you through every step:
1. Complimentary Initial Consultation
Your journey begins with a brief initial call with our caring staff, where we make our first contact and discuss your unique needs and concerns and explain our process in detail.
2. Confidential Estate Planning Questionnaire
Next, you’ll complete our detailed questionnaire and provide essential documents like financial statements, insurance policies, and any existing estate planning documents for our review. This information lays the groundwork for a plan that’s tailor-made for you.
3. Complimentary Personalized Planning Session with Attorney Angel
During this meeting, we’ll review your questionnaire, discuss key estate planning topics—such as avoiding probate, reducing or eliminating estate taxes, and protecting assets—and design a strategy that aligns with your goals. Attorney Angel will then outline your custom plan and provide a transparent, flat-rate fee.
4. Engagement Letter and Preparation
Next, you’ll receive a comprehensive engagement letter summarizing our discussions. To move forward, simply sign the authorization, return it with the requested retainer, and we’ll begin drafting your estate plan.
5. Review and Customize Your Documents
We’ll send you drafts of all documents for your review. This is your opportunity to make any changes or clarifications to ensure everything matches your wishes perfectly.
6. Finalization Meeting
Once you’re satisfied with the documents, we’ll schedule a meeting to sign them and complete the payment. This step seals your estate plan, making it effective.
7. Completion and Security
Attorney Angel takes care of recording any real estate documents and organizes your estate planning documents into a binder. All original signed documents are sent to you via FedEx, requiring a signature for added security, along with a secure link to download scanned copies.
At every step, we’re here to make the estate planning process as smooth and understandable as possible, providing you with peace of mind and security for the future.
These Are The Important Questions To Consider
These are just a few of the issues to consider when approaching the planning process. They are much more important than the “treasure hunt” for legal documents at this stage.
- Who would you name to make decisions for you if you could no longer do so yourself?
- Would the same person handle your finances and your personal and health care decisions?
- Who would care for your minor children?
- How would you distribute your assets to your heirs?
- Do you want to safeguard your beneficiary’s inheritance from potential future divorce proceedings, creditors, or personal mismanagement?
- Would you prefer to spare your heirs the potential cost and hassles of the probate process?
- Would you like to minimize the impact of estate taxes ... or maximize the impact of a charitable bequest?
- Is there someone in your family with special needs for whom you would like to provide?
- Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?
Book An Initial Call With Our Law Office
Get a well-curated estate plan in place now so that you can finally relax and focus on you and your family’s future. Book an initial call with Estate & Elder Law Advisory PLLC to get started now.
