"Estate Planning” is legal terminology for preparing for your disability and death.
Most people assume that trusts only matter when you’re gone, or that a will is all you need, but both of those ideas are misconceptions. The reality is that a comprehensive estate plan protects you and your loved ones during your lifetime and after.
While many people know they should complete an estate plan, they are often scared off by the complexity, or worry that the costs are more than they can handle right now. If you know you should complete an estate plan but have been putting it off, now is the time to act. Our attorneys have a combined 50+ years’ worth of experience to guide you through this process, and we are standing by to help.
Simplicity and Certainty: Our Fixed-Fee Approach
Stock Legal is proud to offer fixed-fee estate plans to individuals and families. We believe planning for your future should be straightforward, not financially stressful. We have simplified the process to ensure that your family is cared for without unexpected legal bills.
Discover our five-step estate planning process below:
1. Meet with you to discuss your family and finances.
During our free initial consultation, you teach us about your family and your assets, and we teach you about tax law and the estate plan the state provides you, if you don’t plan for yourself. This step is about education and understanding your specific needs.
2. Design your plan.
We design your plan with you step-by-step, through each phase of your family’s lives: the present, potential incapacity, death, and children’s and grandchildren’s lives through the generations. This tailored approach ensures all scenarios are covered.
3. Review and sign your documents.
We won’t let you sign your documents until we sit with you and go through each instrument, making sure everything is as you planned it to be, and that you have no lingering questions that can blossom into dreadful concerns. We prioritize your comfort and understanding before finalization.
4. Transfer assets to your trust.
This is the number one reason why many estate plans fail. In order for a living trust to be effective, you shouldn’t own your assets in your individual name – your trust should. Stock Legal is unique in that we help you change ownership and beneficiaries on your property and other assets to make sure your plan works the way you want it to. This critical step ensures your plan is fully effective.
5. Reviews.
No more worrying about who’s named as guardians for your kids, or the trustees of your trust, or whether law changes affect your family – we’ve got you covered. We recommend returning to us every 2-5 years to screen for any changes that need to be made. These reviews are billed on an hourly basis, ensuring your plan stays current with your life and the law.
Learn More and Take the Next Step
Choosing counsel for estate planning is a big decision, so you want to be sure you have it right.
If you’re ready to gain peace of mind and get things moving, schedule an initial call to discuss your goals and any questions or concerns you have about the process.
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Estate planning is about protecting the people you care about most. Give your family the priceless gift of knowing everything is taken care of.
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Estate planning is important for many people, but in some ways, it can be especially important for business owners. After all, you’ve got to make a plan for your business in case you are no longer there to run it.
Estate planning is an important and often complex process that involves making arrangements for the distribution of your assets after your death and planning for various aspects of your financial and personal affairs.
