our process

Contact Us

The first step is to contact us.  If you have concerns, then why not try it?  Call us and we will setup an initial meeting or click the “Book Appointment” button.  Either way, that will setup your initial meeting which is no cost to you.

Initial Meeting

You will meet with a non-attorney staff member who will discuss your situation with you and obtain basic information pertaining to health and financial affairs.  You will be presented with options that may be of use in your situation and you select how to proceed and become our newest client.  You can bring your family or even friends for moral support or to help with providing information or making decisions.  You will be provided with a questionnaire which must be completed and returned with all the supporting documents before your next meeting.

Long-Term Care Planning

If it appears we can help you and your family with asset preservation and you select to proceed long-term care planning, then you will follow down this column.

Evaluation Meeting

Our long-term care planning track clients will meet with an attorney for an evaluation.  The attorney will discuss your concerns and obtain additional information.  We want to understand your concerns so that we can custom tailor our efforts to best address those concerns.  Again, family and friends are welcome.

Analysis Report

The attorney will use the information you have provided to develop a plan that combines multiple planning strategies based on you and your family’s specific situation.  This plan is prepared in a report format and will be provided to you.  We provide this report in time for you to review it either by yourself or with your family, whichever you choose, before our design meeting.

Design Meeting

Your attorney will meet with you to address questions over the plan.  Any final concerns you have will be addressed and the attorney will explain the processes that will be used in implementing your plan.

Development

Your planning team works to produce the legal instruments necessary to implement your plan.  Your planning team will provide you with the draft of the legal instruments prior to your next meeting so that you can review them either by yourself or with your family, whichever you choose.

Review Meeting

Your attorney will meet with you to address questions over the legal instruments or any other questions.  You will discuss any changes you would like made and then schedule a date for signing.

Development – Again

Your planning team will go to work again to implement any modifications that need made to incorporate the changes or address concerns raised during the review meeting.  The planning team will prepare all legal instruments for the signing.

Signing

You and anyone else that is necessary will meet with the planning team to sign your legal instruments.  If your planning team is handling transferring any of your assets into any trusts, then you or your trustees may need to sign additional instruments to begin that process.  This is known as “funding”.

Funding

If your planning team is handling transferring any of your assets into any trusts, then your planning team will be working with your other providers to obtain necessary documents, provide information and complete the funding for those assets.

Estate Planning

If it appears that long-term care planning may not be useful for you and your family then you will follow down this column.

Design Meeting

Our estate planning track clients will meet with an attorney where the attorney will discuss your concerns and obtain additional information.  We want to understand your concerns so that we can custom tailor our efforts to best address those concerns.  Family and friends are welcome if you wish.  Your attorney will begin to design the plan and will explain the tools that will be used to implement your plan.

Development

Your planning team works to produce the legal instruments necessary to implement your plan.  Your planning team will provide you with the draft of the legal instruments prior to your next meeting so that you can review them either by yourself or with your family, whichever you choose.

Review Meeting

Your attorney will meet with you to address questions over the legal instruments or any other questions.  You will discuss any changes you would like made and then schedule a date for signing.

Development – Again

Your planning team will go to work again to implement any modifications that need made to incorporate the changes or address concerns raised during the review meeting.  The planning team will prepare all legal instruments for the signing.

Signing

You and anyone else that is necessary will meet with the planning team to sign your legal instruments.  If your planning team is handling transferring any of your assets into any trusts, then you or your trustees may need to sign additional instruments to begin that process.  This is known as “funding”.

Funding

If your planning team is handling transferring any of your assets into any trusts, then your planning team will be working with your other providers to obtain necessary documents, provide information and complete the funding for those assets.

Our Process

We help families prevent financial problems caused by long-term care.

Our process begins with a personal meeting between you with your family and our staff.  Once you and your family decide how much you want to protect and when you want to protect it, we will build and implement your plan.

There is no cost to find out if we can help and it all starts by you scheduling an appointment.