When you (or your trusted advisor) contact our office, our Client Resource Coordinator will schedule a time for one of our Estate Planning Professionals to call you in order to discuss your desire for estate & asset protection planning. We strive to schedule these brief Introductory Calls to occur within 24 hours of your first contact with our firm. During the Introductory Call, we seek to gain a basic understanding of your particular situation as well as flag any particular dangers, opportunities, or strengths that may be motivating you to engage in planning at this time. During this call, we will also share an overview of our Estate & Asset Protection Planning Process with you and how it may allow us to specifically address your planning motivations.
(Please note: Sometimes during our Introductory Call, we determine that the complexity of your situation suggests that you may benefit by following our alternative UHNW Wealth Strategy Planning Process described here. Sometimes we are asked what is the difference between the Estate & Asset Protection Planning Process and the Wealth Strategy Planning Process. It is important to understand that the Wealth Strategy Planning Process builds upon many of the same core components that the Estate & Asset Protection Planning Process accomplishes (in fact, we commonly refer to that as the Foundational Plan, which typically consists of wills, trusts, financial powers of attorney, and health care directives); but the Wealth Strategy Plan frequently adds many advanced planning components that are not appropriate or required in a Foundational Plan. Further, it is critical that those advanced planning components be designed with the input and collaboration of your other trusted advisors.
If you believe our Estate & Asset Protection Planning Process will benefit you, our Client Resource Coordinator will work with you to schedule an Estate & Asset Protection Planning Visit. Once the Foundation Planning Visit is scheduled we will start the next step: Gathering the Estate.