We will provide you with a plan summary document (known as a Summary of Decisions) that allows you to see how the decisions made during the Design Phase will be implemented throughout your estate planning documents. At this time we will ask you to carefully review this document, ask questions and promptly provide any changes you would like to make. It is much easier to incorporate these changes while the information is fresh in your mind from the Design Phase and before it is incorporated into your draft estate plan documents.

After answering your questions and incorporating changes to your plan summary, we will prepare drafts of your estate planning documents. At this stage you will see the decisions made during the Design Phase and summarized in your plan summary fully incorporated into the documents. We will also provide you with a video that explains each document as well as key details you’ll need for the Trust Funding phase. At this time we will ask you to review these documents, ask any questions and provide any final changes as we prepare for your Review Appointment and then finally your Signing Appointment.

After you have reviewed your draft estate planning documents , we’ll meet at your Review Appointment to answer any outstanding questions prior to your Signing Appointment. The Review Appointment is typically a short meeting that focuses on final changes and confirmation of the plan for funding your trust.