At Freeman|Wine, LLC our estate planning process is client centered. We will not just change the names on old documents prepared for other clients and send you on your way. The estate planning process begins with a complimentary initial consultation. At your initial consultation we will get to know you and will listen to your goals, needs, and concerns. We will also provide you with information about your estate planning options and discuss how we can address and plan for your goals, needs, and concerns. Because everyone’s situation is different, we will help you choose the best planning level and fee for your needs.
After the initial meeting, we will move into the design phase of your estate plan. We will ask you for any additional information needed and provide you with options to meet your goals. This often involves a second design meeting where we will discuss the specifics of your custom estate plan.
Once we have created the best design for your estate plan, we will draft your documents and schedule a final meeting for your review and signing of your estate planning documents. We will also discuss how to manage your assets to work best with your estate plan. Although your estate planning process will be complete at this point, our relationship will not end here as we have options for continuing future review of your estate plan to help you keep your estate plan current and working as you intend it to. At Freeman|Wine, LLC we want to be your lawyers for life.
At Freeman|Wine, LLC our estate planning fees are all inclusive, flat fees. You will know upfront what your total cost will be and all of our services will be included in this fee. You will not be billed extra for additional meetings, phone calls, or emails. It is important to us that you take all the time you need with us to create the best estate plan for you and we will be with you every step of the way. Please contact us to schedule your complimentary initial estate planning consultation.