Successful Estate Planning

June 4, 2015

While many varieties of estate planning are available, at Elville & Associates we do not practice the traditional 2-3 meeting planning process. Our approach is more comprehensive and long term. We need to:

  • really get to know our clients to address their concerns
  • thoroughly review all choices and planning options with the client
  • understand the family’s individual dynamics
  • develop initial estate planning drafts
  • review the drafts with the client
  • use feedback to make adjustments
  • review the revised documents at least two times with the clie
  • prepare, present and have clients sign the final documents and power of attorney
  • understand and meet with clients to sign funding documents
  • meet with the client’s family for a post-signing family meeting

Well developed, funded estate planning comprises 3 phases:

  • Plan development and execution
  • Continuing education, maintenance and updating throughout the lifetime
  • Administration at death

Without this depth of process, the planning is one-dimensional, costly and often unsuccessful.

For more information, please call 443-393-7696 or complete the form below.

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