Trusted Law Corporation is committed to family values and lasting legacies. We assist clients with the preservation and transfer of wealth and take pride in our client-centered approach.
We use a six step planning process to ensure that our clients not only receive tailored solutions but also a thorough understanding of the available plans and their benefits to the family. Our goal is to provide you with a plan that will work for you now and in the years to come.
The Trusted Process
Step 1. Education – We provide you with information about the estate planning process and how it works. We also answer any questions that you may have.
Step 2. Goal Assessment – We determine what you want to accomplish through the estate planning process.
Step 3. Fact-Finding and Issue Spotting – We have an open and honest dialogue about your family and financial situation.
Step 4. Plan Design – We work through all the details of your plan so that we can draft an estate plan that is in line with your goals.
Step 5. Plan Implementation – We review, and you execute, your estate planning documents. One of our notaries will see to the proper execution of your estate planning instruments. Your estate plan will be valid at the conclusion of this meeting. Thereafter, we will work with you to see to the actual funding of your trust which involves the transfer of assets from you as individuals to you as trustees.
Step 6. Plan Maintenance – We will follow up with you periodically to see if there have been any changes to your family or financial situation that may require an amendment to your plan.