Three Part Estate Planning Process

Beginning your estate plan is a big step. Jeppesen Law has a three-part planning process, designed to ensure your confidence in the planning process each step of the way.

The goals of the three-part planning process and the values behind them: 

  • Get to know you, your long-term vision and your goals.

  • Value ease, convenience and efficiency.

  • Hold a conversation with you to develop an estate plan that is specifically designed and tailored with your unique goals in mind.

 
 
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SCHEDULE AN APPOINTMENT

Schedule an appointment and complete a Client Information Packet.

Once you request an appointment for the initial consultation, you will receive a client information packet to complete the best you can prior to the appointment.  Additional documents may be required as well, i.e. existing estate planning documents, deeds to real estate, evidence of business ownership, etc.

INITIAL DESIGN MEETING

Discuss estate planning options and design a customized estate plan to protect you and your loved ones

The initial meeting is complimentary.  This meeting provides you a chance to get to know me, provides me an opportunity to get to know you, your unique situation, your family, and allows me to make the right recommendations for your estate plan.
 
I will quote a fee that is right for your family – the fees are all-inclusive, so there are no surprises.  Your fee is payable at beginning of our relationship and will cover all expenses of our representation. 

Based on the information exchanged and discussed at the design meeting, a plan giving you peace of mind knowing that your family will be taken care of when life happens, will be drafted.  After your fee is received, your estate planning draft documents will be delivered typically within 7-14 days.

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SIGNING MEETING

Review, sign and notarize estate plan documents

Once your plan has been designed, I will present your planning documents at the signing meeting. At this point, I will clearly explain your plan to you (not in legalese) so that you will understand how your plan will carry out your wishes in the future and we will have the documents signed, witnessed and notarized.
 
You will be provided with a binder and an electronic version of all your legal documents, so you can easily access them anytime you need to in the future.