Our Initial Estate Planning Assessment
Your First Step Toward a Secure Future
At slnlaw, we believe in empowering our clients with the knowledge and tools they need to safeguard their family's future and protect their assets. Our estate planning journey begins with a comprehensive flat-fee assessment, led by one of our experienced estate planning attorneys.
Understanding Your Situation and Goals
During the assessment, our dedicated attorney will carefully review your unique situation and your estate planning goals. We understand that no two clients are alike, and your needs are paramount. With this understanding, we will make a tailored recommendation about the best set of documents to achieve your specific goals.
Our recommendations can vary widely, depending on your circumstances. They may encompass a range of options, from drafting a simple will and documents addressing medical and financial decision-making to recommending the creation of one or more trusts. Rest assured, the decision of how much or little to include in your estate plan is always yours to make.
Leveraging Our Experience
In the assessment stage, our primary responsibility is to ensure that you fully comprehend the best path forward based on our extensive experience. We will guide you through the possibilities, explain the advantages and disadvantages of each option, and provide you with the information you need to make informed decisions about your estate plan.
Crediting Your Assessment Fee
Once you decide how you would like to proceed with your estate plan, the flat fee you paid for the assessment will be credited toward the fees associated with the package you choose. This transparent and straightforward approach allows you to make the most of your initial investment in the assessment process.
Focusing on the Essentials
During the assessment stage, we do not require every last detail about your finances. Instead, we aim to understand the general size of your estate, your family composition, your desired outcomes, and any specific concerns or goals you may have. As we move forward with drafting your estate planning documents, we will work closely with you to gather any additional necessary information.
At slnlaw, our commitment is to provide you with peace of mind and a comprehensive estate plan that aligns with your wishes. Start your journey toward a secure future by scheduling an initial estate planning assessment with us today. Together, we'll create a plan that protects what matters most to you.