Foundational Estate Planning
When it comes to Foundational Estate Planning, we offer the YourLawyers4Life™ Program, which utilizes the “Three-Step Strategy™.” The Three Step Strategy™ recognizes that estate planning has to deal with all three parts of the estate process and uniquely ties all three parts together.
1. First, Develop An Estate Plan With Counseling-Oriented Planning Partners
Step 1 is a very thorough and detailed design that is the beginning of an ongoing process and a life-long relationship with a trusted advisor.
2. Second, Commit To A Continuing Maintenance & Education Plan
Step 2 educates clients that estate planning is a life-long process and provides a formal program to allow education and updates to your estate plan via a modest annual retainer.
Traditional estate planners have not provided formal assistance in this stage. Clients rarely contact their attorney because they (1) are unaware of needed legal changes, (2) thought estate planning was a one-time event, or (3) are unclear on the cost of updates to the plan.
Things change, we know that. The Three-Step Strategy™ is a cost-effective way to make sure that change doesn’t make your plan obsolete.
3. Finally, Secure Appropriate Assistance Upon Death to Transfer Wealth & Wisdom
Traditionally, many survivors have little knowledge about what to do to administer their loved one’s estate. In addition, the plan itself may be out-of-date and the loved ones rarely have control over the cost of administration because it was not previously discussed.
When a client successfully uses Steps 1 & 2 of the Three-Step Strategy™, Step 3‘s administration is smoother and less-expensive because the estate plan is up-to-date, family members are educated, and the costs of settlement are pre-determined because of agreements made between our firm and the client prior to the client’s death.







