Integrated Planning
Estate Planning, particularly "Dynasty" Estate Planning, does not happen in a vacuum. It is not an isolated event. It is connected to every other part of life both present and future -- family, finances, business, property. A plan is not complete unless it accounts for and accommodates all such relationships, and how they will change over time.
We seek to integrate your legal planning with the rest of your life, and with your other advisers. Integrated Planning is part of Preventive Law- like preventive health care, Preventive Law is taking measures to avoid problems in the first place, and to minimize the damage from those problems which are unavoidable. Except as otherwise indicated, the Integrated Planning process is built in the fixed fee quoted to you, and includes the following:
• Planning conferences as needed with Legal Counsel
• Identify and List your Specific Objectives and Concerns
• Identify people, assets, and interests affected by or involved in your planning
• Design of your particular plan based on your individual objectives and concerns
• Creation of Custom Hand Drawn Legal Architectural Diagram and Illustrations
• Calls to and Coordination with your other Advisors
• Phone calls, emails, letters, and communications needed to implement your plan
• One signing conference and explanation of documents
• Estate Planning and/or Entity Notebooks including:
o One copy of all your documents
o Originals of certain documents including Trust Abstracts, Certificates of Power and Authority, Integrity Agreement, Confidentiality Agreements, and
others as applicable
o Originals of all letters of instruction and correspondence
• One revision of documents within 30 days after delivery (before or after signing)
• Follow up question and answer session by phone, fax, e-mail or in person 30 days
after signing and 90 days after signing, as needed
• Safe File Inventory and First year Safe File storage (adjusted annually for inflation)
• Initial hard copy file and computer file set up
• Post signing processing of documents including obtaining family and key person
signatures, recordings, filings with applicable governmental agencies, and publication, as
appropriate for the documents or applicable entity during the thirty day review period.
• Providing copies of your documents to your other professional advisers.
• First year annual Safe File and Statutory Agent fees.
Integrated Planning