Saving money on your estate plan with us only requires that you take 5 easy steps. Completing these steps will leave you more informed and better prepared to make the right planning decisions for yourself and those you most love.
1. Estate Planning Presentation
The first step for saving money on your estate plan is to attend one of our estate planning presentation. This is actually easier than you may be thinking, because not only do we give presentations frequently we also give them online.
We would love to have you come out and attend a live in-person event, but we also understand that people are busy and that it is not always convenient. If you prefer, you may register for a webinar presentation that you can attend from home, your office, or anywhere else convenient to you.
2. Remember the Worksheet
If you are at an in-person event you will be provided with a worksheet printed on colored paper. If you attend online, we provided a link to an online form.
Complete the worksheet when prompted during the presentation. At the end of the presentation, we ask that you return the completed form to us or click on the “Submit” button.
3. Schedule a Planning Session
Now that you have learned about the estate planning process and submitted your completed worksheet, your next step is to schedule the estate planning session. At a live event, there will be someone present who will find a time when we can meet with you. Online attendees will be provided with a scheduling link that allows you to choose a date and time convenient for you.
We will ask that you secure the planning sessions with a credit card. That card will not be charged if you complete the assigned homework and keep your appointment.
4. Complete Your Homework
Once your appointment is scheduled we will provide you with an inventory and assessment planner. This is a tool that will help you assemble much of the information we will need for the planning session.
You will gather the documents listed on the first page and complete the information on the following pages. You will return the completed planner to us at least 3 business days prior to your appointment, giving us time to be prepared to meet with you.
As for the documents that you were asked to collect, please make copies and bring the copies with you.
5. Attend the Planning Session
The final step is as easy as showing up to your appointment. You should plan to spend up to two hours with us as we walk you through the information you will need to make the right decisions for yourself and those you love most. We will answer your questions, address your concerns, and guide you so that you have all of the information required.
The design process will allow you to decide what is best for you and those you care about. It will also allow you to choose the fee you will be charged and that is right for your budget. At the end of your planning session, you will now that you have selected the right plan at the right price and have the peace of mind that comes from knowing precisely what will happen.
Saving Money on Your Estate Plan – Get Started!
It all starts with Step 1. If you are on our email list we will notify you of any presentations that may be taking place in your area. Alternatively, use the form below and register for one of our upcoming web-based presentations.
How Much Does an Estate Plan Cost?
This is a frequent question that we received. In fact, we receive so often we wrote a report that will teach you how to evaluate estate planning options on criteria other than price alone.
