The Estate Planning Process
Howell Estate Planning's FOUR D's of Estate Planning
Discover
We meet to discover what your testimentary wishes are. This is lawyer speak for what you want to happen to your property/money when you die. Then we collect all of the personal and financial information that we need in order to design a plan that ensures your wishes come true.
1
Design
Based on what we discovered in our initial meeting, we have a design meeting where I present several estate plan design options that are crafted to achieve your vision. We discuss the pros and cons of each outlined plan, and make adjustments where needed to draft the perfect plan for you.
2
Draft
I then use the outline we designed to draft all of the necessary estate planning documents. Once the documents are drafted we review them together, to ensure that you understand how each document and term fits into the custom plan we designed.
3
Do
Then we do the plan. Doing the plan requires two steps. First, you execute all of the plan's documents. Then, once the documents are executed, we do the actual funding of the trust(s). Funding the trust(s) requires us to retitle your assets so they are held by the Trust and not you.
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