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at our firm the estate planning process
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starts with the initial interview
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and i meet with the client and we talk
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about
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usually we talk about family we talk
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about family dynamics we talk about
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people
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in our clients lives that they
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trust to be their trustee the first five
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letters of trustee
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are trust so we talk about who in their
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life
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they would trust to handle their
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financial affairs
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not only finances but also medical
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decisions
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we don’t get too much involved in
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talking about
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the assets themselves that comes later
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but that initial meeting is just to talk
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about things like
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what are your children like um or think
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if you don’t have children have you
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given any thought to
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leaving your assets to charity your alma
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mater
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a religious organization we have these
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conversations to just kind of get
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thinking about where you want your
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assets to go
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upon your passing after that initial
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meeting
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it’s usually enough that i have to go on
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to draft the documents so the
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client then comes back for the signing
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meeting
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at that meeting we go through all of the
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documents
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and then after that signing meeting
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the client comes back in for a funding
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meeting
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and that is where we hold their hand
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through the beneficiary designated
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assets
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the assets that need to be titled into
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the trust
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so we walk them through that process we
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prepare the deeds for the client
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and all of that