Beginning your estate plan is no easy task… But the sooner you get started, the sooner you can gain some peace of mind.
With our planning process, you can feel confident that you are making the best decisions for yourself and your family throughout every step.
We will take the time to answers all of your questions, carefully review all of your decisions with you, and be sure that you have considered everything that the future can hold. In no time, you’ll have a STRONG plan in place so that your wishes continue to be carried out if anything were to happen to you.
Our planning process begins with an in-depth analysis of your finances and your family.
During this stage, you will learn a ton of valuable information. Information that empowers you to make the best decisions for your family’s future. We will spend this time finding out more about your situation to provide you with as much help as possible, leaving no stone unturned.
We will work through different scenarios and determine how loved ones can help and what happens to your assets in the event if something happened to you today or 50 years from now. This is YOUR opportunity to decide what happens.
Once you have all of the knowledge you need to make an informed decision, we can discuss what’s best for your family.
Do you need a trust or a will? Do you have beneficiaries, children, high-value assets?
All of this will be taken into consideration to create the perfect estate plan. Once you are happy with your completed estate plan, sign your documents, and enjoy some peace of mind knowing your family will be taken care of if the unthinkable were to happen.
After you’ve signed your estate plan, we will continue our relationship long into the future. We aren’t going to send you away and forget about you.
We create an electronic record of all your documents so that you can easily access them if ever need be. We’ll also be here for you should anything change, and you need to make amendments to your estate plan.
From day 1, and for as long as you have us by your side, we will work to ensure your estate plan is accurate and up to date.
Depending on the circumstances, it’s a good idea to meet with us at least every three years to ensure your plan stays up to date and continues to be the perfect plan for your future.
Time and time again, we see situations where an outdated estate plan has created a tiring and stressful situation for the family left behind. Your assets change, laws change, and people change; the decisions you make today may not be the same in a couple of years.
If you are ready to begin our planning process — Contact Stafford Law Firm today!
Establish what your goals are.
Determine the true value of all your assets.
Decide who will be involved in executing the plan.
Professionally draft the necessary documents.
Update your estate plan regularly.
The reality is, it’s never too early or too late to begin estate planning. We never know what the future will hold, so we always recommend starting your estate planning as soon as you can. If you have high-value assets, children, or other persons that rely on you, you should start looking into estate planning now.
Depending on the circumstances, some estate plans can be much more complicated than others. A STRONG estate plan includes:
A durable power of attorney & a healthcare power of attorney
A Will or trust
Heirs or beneficiaries
Letter of intent