Getting Started with an Estate Plan
Our goal is to make the process as convenient and efficient as possible for both you, as our client, and our office. In order to accomplish this, we ask that prospective clients set up an appointment rather than just walking in the office.
Get started by calling our office to set up an initial meeting. We can be reached via phone at (352) 205-4455 or by filling out the request a consultation form at our website, www.absolutelawgroup.com. Our regular office hours are Monday through Friday 9-5 p.m.
Before the Initial Meeting
By the end of the next business day after you made your appointment, you will receive a Client Intake Form, an Estate Planning Worksheet (which also can be downloaded off our website) and/or other relevant information to review before the meeting. We ask that the Client Intake Form and Estate Planning form be filled out and returned to our office via email, fax, or regular mail at least two full business days before your meeting with the attorney. If using regular mail, please allow enough time for the mail to arrive to us two business days before your meeting. This will give our office the time we need to review the documents so we can start to become familiar with your needs before you meet with the attorney. If you have any questions or need assistance while filling out the forms, feel free to call our offices.
If you have any existing estate planning documents, please send those to our office at least three business days in advance, so our office can review those documents as well.
DOWNLOAD GENERAL INTAKE FORM
DOWNLOAD INTAKE WORKSHEET
DOWNLOAD FAMILY INTAKE SHEET (DETAILED)
DOWNLOAD ESTATE PLANNING WORKSHEET
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Normally, the initial meeting takes between one and two hours. The initial meeting is where you and the attorney sit down and get to know a little more about each other, see if there is a good fit, and learn how the attorney can best help you achieve your estate planning goals.
Assuming that you and the attorney determine that there is a good fit and that you can benefit from our services, you and the attorney can begin to design a plan for your family right away.
During the design meeting, you and the attorney will sit down and go in detail how you want your estate plan to be. Together you and the attorney will plan a strategy to take of your needs and the needs of your loved ones, while helping to calm your fears concerning the estate planning process.
Once your plan has been designed, you will schedule a time to review and sign the documents, and the attorney will prepare the documents.
Review and Signing Meeting
Once all the documents have been drafted, you and the attorney will sit down to review the documents. The attorney will thoroughly explain all the estate planning documents and make sure that all the estate planning needs are met and that you understand all the documents.
If there are no changes that need to be made, then it might be possible that you and the attorney can proceed with the signing right then. If not or if changes need to be made, then you will schedule another appointment to sign the documents.
This is the part of the process that involves the coordination of beneficiary designation forms and ensure assets are titled correctly. In addition, we send letters to all of the important people you have named as health care agents, trustees and guardians letting them know what to do if something happens to you.
We also verify that all your asset transfers are moving forward on schedule and review your asset spreadsheet with you to ensure all of your questions are answered. Of course, if they are not, we are always available to answer your questions at any time in the future.
What happens after your plan is complete?
After your plan is complete, the maintenance phase of estate planning begins. It is very important to make sure that your estate plan is update and able to best meet the needs that you currently have. The will you made ten years ago may have met the needs you had then, but chances are it doesn’t meet all the needs that you have now.
We offer various levels of a Legacy Maintenance Plan which can be seen on the website. These are all to make sure that your estate plans are current and able to meet your needs, as well as, make sure all your questions are answered.
Contact us today to schedule your initial meeting. We want to speak with you and serve as your lawyers for life.