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 and your family, as well as your long-term vision and goals.
- Value ease, convenience and efficiency.
- Personally meet with you to develop an estate plan that is specifically designed and tailored with your unique goals in mind.
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.
You can request your appointment here:
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 – fees are all-inclusive, so there are no surprises – and for estate planning, the fee will cover all expenses of my representation and is due at the signing meeting.
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 and provided to you for your review within 10-14 days.
After you have had the time to review your estate planning documents and you are satisfied that they meet your goals, we will schedule a signing meeting.
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.
