We want to make the most of our time with our clients, so before your initial consultation, you will receive an estate planning packet (or business, benefits, etc.) for you to complete in full. Please consider the questions thoughtfully, and take
Our estate planning (or legacy planning) process begins with an initial consultation, but before we meet in person, we ask you to read and complete a set of basic documents we call a legacy planning packet. Inside this carefully curated packet is helpful information designed to make the most of our time together. Please review this material carefully and bring any items requested by the packet to your initial consultation.
At your initial legacy planning session, we will review your packet and together determine the best plan of action for your unique situation. Many estate plans are nothing more than word-processing, and many estate plans ultimately fall short. We tailor a specific package to your needs to ensure that your plan will work for you now and in the years to come.
Your personal lawyer at Voyant Legal will take the time to get to know you, your family, your concerns, goals, and issues. Only then will we answer all your questions and together, we produce an estate plan that is exactly right for you. We come back to review the plan on an ongoing basis (around every three years) to ensure that the plan is up-to-date and will function as it is intended.