One of the hardest steps in any endeavor is the first—the step that sets everything in motion. Let us guide you by outlining each stage of the process, giving you a clear understanding of what to expect when working with Lavelle Law Group, APC.
Step 1
Introductory Call
- Free 15-minute call to assess needs
- OR, schedule a 2-hour Comprehensive Planning Session
- Comprehensive Planning Session valued at $900, secured with a credit card*
Step 2
Family Wealth Inventory
- Receive the Family Wealth Inventory document
- Provide family information, goals, asset details, etc.
- Return completed Inventory 7 days before the Planning Session
Step 3
Comprehensive Planning Session
- 1-2 hour meeting to discuss goals and unique planning options
- Ensure wishes are honored, loved ones cared for, and conflicts avoided
Step 4
Design Meeting
- Question and answer session to create plan options
- Sign the Engagement Agreement and pay the agreed-upon fee
- Receive Confirmation of Important and Missing Information (CIMI)
Step 5:
Signing Ceremony
- 1-2 hour meeting to review and sign plan documents
- Documents provided in a personalized binder
- Trust funding instructions if chosen
Step 6: Final Meeting
Family Legacy Interview
- Review progress in funding the trust
- Family Legacy Interview to create a meaningful record
- Capture life stories, lessons, and heritage on video for "loved ones"
