Life Planning Process

Our Life Planning Process

  • Step 1: Client-oriented Counseling during and after the estate plan has been designed and delivered with your estate planning partners to develop and maintain your plan, customized to your estate planning goals.
  • Step 2: No charges for annual update meetings, informational workshops, phone calls during or after the estate plan has been created and delivered. This ensures that the unique and specialized estate plan created for you and your loved ones will accomplish what you want and when you want it to be accomplished during all the seasons of your life:  Alive and well; Incapacitated or disabled; and after your death.  We do this with our TrustPlus Maintenance Program.
  • Step 3: Efficient after death administration to ensure that your plan accomplishes what you want it to, when you want it to be accomplished and protect your loved ones as you designed your plan to do. This is so you leave a heartache and not a headache.

Results of Our Life Planning Process

  • An estate plan created and maintained that is unique to you and your family
  • Peace of mind that comes from knowing that your plan will accomplish what you want and when you want it to happen.