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ESTATE PLANNING SERVICES
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WHY DO ESTATE PLANNING?
OUR THREE-STEP
ESTATE PLANNING PROCESS
BOOK AN ESTATE DESIGN SESSION
MEET WITH AN EXPERIENCED ESTATE PLANNING ATTORNEY TO LEARN & DISCUSS OPTIONS, STRATEGIES AND LEGAL OUTCOMES TO DETERMINE THE BEST ESTATE PLAN
Appointments Available In-Person, Virtual & Evening
Meeting will cover your Priorities/Assets/Important People
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SIGNING MEETING & BINDER DELIVERY
THIS MEETING IS CATERED TO YOUR SCHEDULE & INDIVIDUAL NEEDS. YOUR ESTATE PLAN WILL BE ACTIVE AND IN EFFECT AT THE CONCLUSION OF THIS MEETING
You will receive your complete estate planning binder, including your living trust, will(s) and other estate planning documents, along with copies for designated individuals, a trust funding toolkit, and all signed documents electronically for your convenience.
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WHY TOMLINSON LAW?
Tomlinson Law takes an individualized, comprehensive approach to estate, life, and legacy planning. We are committed to ensuring you and your loved ones are supported throughout all the transitions in your life, and most importantly, prepared.
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Our model is tailored to meet your unique values, and goals. Estate Planning is billed on a flat-fee basis, agreed upon in advance, so there are never any surprises. This allows us to encourage communication with our clients, which leads to better planning, decisions, and outcomes. We never want you to hesitate to call or email with a question, big or small.
YOUR PLAN - OUR EXPERTISE
You want the best estate plan for your family in the most time-efficient manner possible. So, we start by sending you an online questionnaire to complete on our secure firm portal. This allows us to get an idea of your assets, priorities, and significant people in your lives.
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Soon after the questionnaire is complete, you’ll meet with an experienced attorney to design a comprehensive family estate plan so your loved ones will be cared for and unburdened.
You are in full control of the decision-making process. We walk you through the legal implications and outcomes of your choices based on your specific priorities and goals. By taking the time to understand you, and what’s most important in your life, we can create the best plan for your needs. This meeting can take place via Zoom or in-person at your preference and availability.
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After the meeting, you will receive a complete estate plan that not only protects your assets and loved ones, but also covers unanticipated circumstances in your own life, so your desires related to your healthcare and finances are properly initiated and fulfilled if the need ever arises.
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Finally, we guide you through the steps to put your estate plan into effect. Think of your estate plan like a seatbelt – it only works when used correctly. Our firm helps ensure your plan will work for you and your family when you need it. This includes a thorough review of your plan at scheduled intervals in the future – free of charge.