Many clients have never really taken a step back to see the full picture of what they’ve created. Watching that moment of realization—when they see the results of a lifetime’s work—is truly special. And from there, we get to talk about how to protect it, how to pass it on, and how to make sure their loved ones are supported in the future.
That process is what drives me every day. Estate planning can feel overwhelming or even uncomfortable for many, but my goal is to make it easier. I want my clients to leave our meetings feeling lighter, reassured and confident that they’ve put a solid plan in place for the future.
Our process at Stock Legal aims to make the process as painless as possible. We meet with clients for a complimentary meeting to learn about their family, finances, and goals. Once we have determined if there are any applicable tax issues, who the client would like to inherit their assets, who is going to take over their financial and medical decisions if they are unable, and the mechanisms in which they will accomplish these mighty goals, it’s time for our team to get to work. We typically schedule a meeting to sign the documents to put the plan into place within 7-10 days. At that meeting, we discuss the documents in a detailed, but digestible format. From there, we guide clients on the work they need to accomplish to put their new estate plan into motion.
In the end, estate planning isn’t just about documents or legalities—it’s about people, families, and the legacy they want to leave behind. And being part of that journey is what truly keeps me inspired.
