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How We Work With You

Our goal is to help you get your ducks in a row!

This is a general idea of how the process works for our Trust and Estate Planning Clients, from the time you come in as a referral or as a seminar attendee until the time your initial work is done.

Free Initial Consultation

We review your unique money, family, health and tax situation. We make recommendations and quote a fee based on what we discuss.

Question and Answer Session

This free two-hour meeting is intended to answer your questions and talk about the nuts and bolts of the recommendation.

We want to ensure you understand the plan, your options and what each means to you.

This is an excellent time to bring a family member or trusted friend if you would like them to help you make decisions about your plan.

If you decide to go forward at this meeting, you sign the fee agreement, pay half the fee and we gather the information to prepare your plan.

Plan Preparation

From the Q&A, we will know who you want to help you if you are incapacitated or at your death.

We will discuss who you want to receive which of your assets and how at your death.

We will prepare the documents that support the plan.

Delivery

This is another two-hour meeting to review the documents and strategies related to your plan. You will make sure it is as expected and that you understand it.

You will sign trusts and documents and authorize the “funding” (changing ownership to a trust) as needed.

This is a great meeting to bring your helper to let them know about the plan.

Free Reviews

Down the road, we encourage you to contact us to discuss how major life events might affect your plan.

For example: your health changes, your child marries someone with three step-children, you are considering remarriage, you inherit money.

We will let you know the next step.

Let’s Talk!

Schedule a Free Consultation today.
1.800.798.5297

Attend a Free Workshop

Learn how planning can help protect your life savings from being lost.

Contact us today to signup and attend a free seminar.

Dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys and the Ohio State Bar Association as Specialists in the Area of Elder Law.