Our firm has extensive experience in estate planning. We prepare wills, living trusts, irrevocable trusts, durable powers of attorney, health care proxies and related estate planning documents. We also handle the administration of estates, more commonly known as "probate." In addition to carefully explaining the pros and cons of estate planning documents, we will also assist our clients in handling the paperwork necessary to effectuate a proper estate plan.
ESTATE PLANNING OVERVIEW:
The information provided by you in the Confidential Estate Planning Questionnaire will be used by Barbara Epstein to prepare a comprehensive estate plan designed to your specific needs. Kindly complete this Questionnaire and return it at least one week prior to your meeting with Barbara to discuss your estate plan. It is important that you complete this form as thoroughly as possible as our estate planning advice will be based upon the information provided in this Questionnaire. Any material misstatements or omissions may result in improper advice for your situation.
The estate planning process consists of the following steps: (a) you complete this Questionnaire, (b) you return the completed Questionnaire to us and call 978-264-4655 to schedule a no obligation estate planning conference with Barbara Epstein, (c) we meet for 1 to 1 ½ hours to discuss your desires, concerns and goals, disability planning, your estate plan options and the structure and design of your estate plan, (d) we prepare your documents, and (e) we meet for about an hour to review your final estate plan and sign your documents. When we first meet to discuss and design your estate plan, we will agree on the guaranteed fixed fee. If you agree, we will sign an estate plan engagement agreement and you will have ½ of the total cost for your estate plan.
We do not prepare cookie cutter off the shelf legal forms. Your estate plan documents will be prepared based on: (i) the information you provide in this Questionnaire, and (ii) the decisions you make and the information you provide during our planning and design conference. We will prepare custom drafted state of the art estate plans designed expressly for you to satisfy your wishes and to provide for your loved ones.
Bring copies of any requested documents to the meeting. If necessary, we will make copies of your documents and return them to you when we meet to sign your documents. The information that you supply on this form will be retained in our files and no information will be released to any person without your prior permission.
LINKS:
Estate Planning: What You Should Know
Your Go-To-Guide to Estate Planning
The Mess They Left Behind
Estate Planning FAQ
Living Trusts
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