Estate Planning at Welch Law is typically completed in three steps. The steps are designed to help our clients achieve peace of mind, without the need for a long drawn out process.
First
We guide our customers through a comprehensive consultation. During which, we explore their family history, their wants and desires, and then educate them on the various legal and non-legal tools we can implement to achieve those goals.
At the conclusion of our first meeting, we ask if you are ready to make a decision on how you would like to proceed. We have two estate planning packages that fit most of our clients' needs. Our individualized Trust Packages and Will Packages will accommodate most families.
Download your estate planning checklist:
Single Estate Planning Questionnaire
Couple Estate Planning Questionnaire
Joint Estate Planning-Conflict Waiver
Or, register and complete an online questionnaire:
Second
Soon after the initial consultation we begin crafting your estate planning documents. During this step, we will build your wills, trusts, power of attorneys, and other legal document based on our conversation during the first meeting and you wants and desires. (Learn the Terminology)
While we are crafting your wills or trusts, we will keep you updated and set an appointment for our second meeting and the third step in our estate planning process.
Third
Soon after our initial consultation, we meet for a second time. During this meeting you will sign all of the documents we prepared for you and we will advise you on additonal steps you may want to take to protect your family and legacy.
After all your estate planning documents are signed, we scan your documents and provide you with the originals and email you a copy of them via our secure client portal.
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Take the First Step Today!
Contact us to schedule an initial consultation today!