Essential Planning (Estate Value up to $2 Million)

2. Gathering the Estate

After our Introductory Visit, we send you our Confidential Personal Information packet, which includes:

•Basic information about Estate & Asset Protection planning and our firm;

•The date and time of our Foundation Planning Visit;

•Directions to our firm's offices;

•An explanation of the process ahead; and

•A Confidential Information Worksheet for you to fill out and a list of requested documents.

Our goal is to Gather your Estate (namely, your Confidential Information Worksheet and requested documents) by the Wednesday or Thursday preceding our Foundation Planning Visit together.

Once we have Gathered your Estate, our Team will perform a preliminary review of your family and estate information to prepare for our scheduled Foundation Planning Visit. We organize all of the information to be accessible to you, our firm's Team Members, and often your other professional advisors.

If you need a little extra time to Gather your Estate than you originally believed, that poses no problem at all. We simply ask that you contact our Team at your earliest convenience to schedule an alternative time for our Foundation Planning Visit together. We strive to keep our calendars as open as possible for our family of clients.