Creating an estate plan is a big step and it’s important to us that you know what to expect from the process. If you require a very simple plan, we recommend you attend one of our estate planning workshops. For all other clients, we’ve designed a 6-step process that is informative, transparent and respectful of your time. It’s been honed through helping many clients create estate plans unique to their lives. While not always the easiest subject to think about, our goal is to make the process as painless as possible.
Here’s how it works:
STEP 1: MAKE AN APPOINTMENT
Call or email us to set up an initial appointment. We never charge for the first meeting for estate planning as we want to be certain that we can meet your needs.
STEP 2: BRIEF INVENTORY
Once a date is chosen, we’ll e-mail you a planning worksheet, an easy way to organize your information about your loved ones, your assets, and your wishes. You’ll complete the form prior to the appointment. It takes most clients around 30 minutes.
STEP 3: INITIAL MEETING
At our first meeting, we’ll confidentially review your worksheet and assess the current status of your plan. Some clients start from scratch and some already have existing plans that need revision. Whatever your level of preparedness, we’ll give you options for your estate plan based on your life and an explanation of the key documents that will protect your family, pets, property, and legacy.
STEP 4: AGREE ON RELATIONSHIP
If after our first meeting, you choose to work with T.S. Wrobel & Associates, we’ll agree on the best rate structure to suit your needs. We never want you to feel like you’re on the clock, so our rates are flat and all-inclusive.
STEP 5: WE GET TO WORK
From here, we dive in and draft your documents and help you organize your plan into a cohesive binder that will permit your fiduciaries to carry out your estate plan. Depending on the complexity of your plan, it usually takes 4-8 weeks from start to finish.
STEP 6: FINAL MEETING
When you come back to our office a second time, we’ll have your customized estate plan ready for you to sign and take home. Housed in a special binder, your family’s estate plan will contain information about your assets, your children, your health care priorities, and the legal documents that will allow people to manage your affairs if you can’t.
STEP 7: SUPPORT
From then on, we’ll stay in touch with updates about estate planning. If you have a question or a change in your life, we’ll be happy to take care of it for you. We’re your long-term partner in all things regarding your estate. Take the first step. No matter where you are in your thought process, getting in touch with us is the best first step you can take toward creating your estate plan.