Step 2:

DESIGN

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Who

During your Design meeting, we will make the critical decisions necessary to draft the legal documents that contain your estate plan.

Depending on the type of estate planning strategy you have chosen, we will identify trustees, executors, financial agents, medical proxies, and guardians for minor children or incapacitated adults. But more than simply creating a list of names, we will discuss the kinds of authorities these people are granted, as well as how and when they will function.

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How

We will talk about how your estate plan will function while you are healthy, during your incapacity, and following your death. We will review options and strategies for protecting your surviving spouse, partner, or significant other, and we will talk about how and when assets will be available to your children or other beneficiaries.

If necessary, we will also plan for charitable giving, asset protection for long-term care, eligibility for important government benefits such as Medicaid or VA Aid & Attendance, special needs planning, or other types of advanced planning options. The design conversation is detailed and comprehensive, and we will do our best to prepare you for it, having given these important topics adequate thought prior to meeting.

Following our design meeting, we will draft documents for your review and schedule your Delivery meeting a few weeks later.

Revocable Trusts

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Irrevocable Trusts and Asset Protection

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Special Needs Planning

Probate & Estate
Administration

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Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

special needs planning - decorative logo

Special Needs Planning

last will and testament hero icon

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning

Schedule Appointment