TRUST in the Process - The Siegel Law Firm, P.A. Detailed Approach to the Estate Planning

Targeted Intake - Identifying Client Goals and Gathering Essential Information

The first step in the process is Targeted Intake, where we focus on understanding your unique estate planning needs and gathering all the necessary details to build a plan that aligns with your goals.

During this phase, we:

1. Pinpoint Your Goals: Whether you want to protect your family, reduce taxes, or ensure a smooth transfer of assets, we work to define your priorities.

2. Gather Critical Information: This includes asset inventories, family details, and any existing legal documents, ensuring we have a complete picture of your estate.

3. Identify Special Needs: Unique considerations, such as special needs beneficiaries, business succession plans, or blended family dynamics, are addressed early to tailor your plan effectively.

The Targeted Intake phase lays the foundation for a personalized estate plan, ensuring we address your specific circumstances and goals.

R: Review and ReflectInitial Meeting to Set Expectations

Once the intake process is complete, we move to Review and Reflect, where we meet with you to refine your goals and set expectations. During this phase, we:

• Explain how we’ll achieve your objectives.

• Identify potential challenges.

• Discuss the timeline for your plan.

This step ensures alignment between your vision and our strategy.

Unveil the Blueprint - Drafting Your Estate Planning Documents

In the Unveil the Blueprint phase, we begin drafting the essential documents that form the backbone of your estate plan. These typically include:

• Wills

• Trusts

• Powers of Attorney

• Healthcare Directives

We work collaboratively with you to ensure the documents reflect your wishes while addressing any legal or tax implications.

Sign and Secure - Finalizing Your Estate Plan

During Sign and Secure, we finalize your estate planning documents. This involves:

• Reviewing them with you to confirm accuracy.

• Signing them in accordance with state laws.

This step ensures that your estate plan is legally valid and enforceable.

Transfer and TrackFunding Your Trust and Ensuring Accessibility

The final step in the process, Transfer and Track, is where we help you complete the often-overlooked task of funding your trust and ensuring proper beneficiary designations.

Failing to fund a trust is a common mistake that can undermine even the best-designed estate plan. When clients are left to handle this on their own, time constraints and life’s demands often result in incomplete funding, leading to probate, increased costs, and complications for loved ones.

At The Siegel Law Firm, we work closely with our clients to ensure their trust is properly funded and that all beneficiary designations are correctly aligned with their estate plan. Additionally, we provide a unique service to track and document assets online, creating an accessible resource for you and your beneficiaries.

Please visit us at ServingyourLegalNeeds.com or contact us at (561) 743-4001.