Stafford Law’s estate planning process looks different for every family that comes through our office.
There are three levels of planning to help choose a plan that best suits you and your family’s needs.
We have beginner plans designed to get young families started on the right foot. Perhaps they have not accumulated a vast amount of financial wealth and high-value assets, but they have children or other family members that rely on them having a solid plan in place. We also offer more robust plans to accommodate well-established families who are more concerned about asset protection, preservation, and growth.
No matter your situation, our experienced team is here to help you create an estate plan with peace of mind.
Not all estate plans are drafted in the same way. In fact, every individual or family deserves to have an estate plan that is personalized for them.
The best person to make decisions for your family’s future is YOU. Our estate planning process will educate and empower you to work with us and create the perfect plan. You’ll be making informed decisions and feel confident that you have prepared for anything that comes your way.
The cheapest option isn’t always the best option. Take the time to speak with a lawyer and determine what services you will need in your estate planning process to make sure you’ve covered everything.
Our team is compassionate, informative, and dedicated to helping you plan for a time of uncertainty. We evaluate your family, finances, needs, wants, desires, and values – Only then can we help recommend a planning option that we trust will be perfect for your family’s future.
As your family changes, life changes, and laws change, you will need to reassess your estate plan with your lawyer regularly.
We want our clients to feel confident knowing that we are just a phone call away. If you’ve had any significant life changes and need some quick advice on your estate plan, we’re here for you.
We are always proactively working to ensure your plan stays up-to-date. If we don’t hear from you, you’ll eventually be hearing from us for a checkup to make sure that your plan is still the best plan for you. If any laws change that would apply to your estate plan, we’ll keep you informed.
From quick and easy estate checkups for parents with children to basic estate planning documents for young families — Stafford Law wants to make you a part of our client family.
Estate plans needs to be updated regularly. You should conduct regular checkups of your plan every 3 to 5 years. If you’ve had big life changes, such as marital status/relationship or high-value asset transfers, you may want to schedule your next checkup a little sooner.
There are several proactive steps you can take to work on preserving your assets:
Beginning is easy… All you have to do is pick up the phone and schedule an appointment with our office. However, gathering all of the information required for estate planning and ensuring you’ve included everything may take some time. That’s why it’s always in your best interest to begin your estate planning early, before it becomes a matter of urgency.
Will was extremely helpful and his communication was excellent. His timeliness and professionalism made us look excellent and well prepared in front of our customer.
Stafford Law Firm has helped me with several items over the years. Prompt and efficient. Can handle a wide variety of matters, both commercial and personal.
I couldn't more highly recommend Will Stafford, after working with him on my estate planning. Will took the time to genuinely understand my personal goals and values, and helped design a plan that was a perfect fit for me, rather than just using a cut-and-paste template.
Will Stafford is an incredibly bright and knowledgeable attorney who I have worked with for many years. He has an encyclopedic knowledge of the estate and wealth planning strategies relevant to professionals with families.