About Your Estate Planning Experience – Citadel Law Firm

Using our experience, we have developed a three-step process for our Estate Planning Clients. These steps are:

1. Initial Consultation: his first step is done over the phone or in person. This is a free consultation for you to meet one of our attorneys and for us to see if we can help you with your case. We offer a free consultation because we believe you should find the right attorney for your family.
2. Planning Meeting: The second step is where you come into the office and we go over your unique situation and circumstances. We discuss and develop a plan to satisfy your goals. Our aim is to educate you on the basics and to forge an understanding of your estate plan. Some clients just want to avoid probate, others may be concern in paying for an elder law facility. Every case is unique and we recognize it.
3. Signing and Funding Meeting: The final step involves signing all your estate planning documents. We have you return to the office, usually no later than a week after our first meeting, and together we review the Portfolio to ensure it satisfies your goals. We then provide witnesses and a notary and sign all documents. We send the originals home with you . We save an electronic copy in the office as well for quick access. We also discuss and educate you on funding your Trust Plan, which is the act of moving your assets into the name of the trust.