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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