We adhere to specific processes for each estate plan we create: (1) a get acquainted/data gathering & design meeting; (2) a signing meeting; and (3) a funding meeting.

Our law firm adheres to a specific process for each estate plan we create. For most estate plans, the process includes the following meetings:

GET ACQUAINTED/DATA GATHERING & DESIGN MEETING. This is just what it sounds like. We want to make sure new clients have an opportunity to ask all their questions, confirm they are comfortable with us, and determine a likely fee range before making any commitment. We do not bill anyone for anything until the following three things are confirmed:

The client feels this is the right time to proceed;

The client and the lawyer feel like they are a good fit for each other; and

The estimated price is acceptable.

At that time, the attorney/client relationship is formalized. We review the asset information the client has provided to help us identify important planning options and design considerations. Then we lead the client through a conversation that will ensure the ultimate plan will meet the client's wishes and accomplish their estate planning goals. This is VERY different than word-processing attorneys or online legal services who simply give their prospective clients a set of forms to fill out, to then return a standardized form with the various answers plugged in.

SIGNING MEETING. After all the documents have been designed and drafted by us, then sent and reviewed by the client, all questions are answered and changes/corrections are made, the documents are finalized and a signing meeting is scheduled. At the conclusion of this meeting, the estate plan is effectively in place.

FUNDING MEETING. This meeting is for the purpose of making sure all of the client assets that require a title change are handled and adjustments to beneficiary designations are initiated. The importance of funding cannot be over-emphasized. For your plan to actually "work" as intended, complete funding must be accomplished. This is why we insist on supervising it as part of our process!

If you have estate planning questions, give us a call at 253.858.5434 to see how we can help. We represent clients throughout Washington and Idaho and are available to meet in person (with appropriate social distancing protocols in place), by phone, or via video conferencing.