THE ESTATE PLANNING PROCESS
1. EDUCATE
It’s our goal to educate our clients about the estate planning process with the objective that such knowledge will help you gain the satisfaction of knowing that your family’s future will confirm with your legacy desires. If you so desire, check out any of our estate planning topic help guides to gain a broader understanding of the components of our comprehensive estate plans.
2. COMPLETE THE ESTATE PLANNING DESIGN FORM
Now it’s time for you to do a little homework. Simply complete our online Estate Planning Design form and return it via our secure email vault to attorneys@alaskaestateplans.com. Our attorneys will review it in advance of our telephonic appointment to be better prepared to address your questions, familiarize ourselves with your goals and thereby, make the best use of your time.
3. SCHEDULE YOUR ESTATE PLANNING MEETING
We schedule appointments Monday through Friday, 9am-5pm Alaska time. Although, we understand that occasionally it is necessary to make alternate arrangements to accommodate our client’s schedules. Our telephonic Estate Planning Design meeting will last approximately one hour although we will take as much time as needed to ensure you understand your options and to ensure we understand your desires. Together, we will prepare a roadmap of your personalized estate plan.
4. WE GO TO WORK!
Now it’s time for our staff to prepare your documents to conform with your desires. After completion, your documents will arrive at your home, with specific explanations concerning their content and instructions for execution. Our staff will also advised you of the steps needed to update your asset titles and/or beneficiary designations if required.
5. SIT BACK, RELAX, & ENJOY PEACE OF MIND
At Alaska Estate Plans, we value the relationships we have with our clients and look forward to helping you achieve your estate planning goals. We welcome the opportunity to assist you with your estate planning for the benefit of your loved ones.