After careful analysis of each client’s current family and financial situation, and after developing an understanding of the client’s estate planning goals and objectives, we develop flowcharts, spreadsheets and projections that illustrate the estate planning strategies that we feel would best achieve those goals and objectives. After the client thoroughly understands the strategies and planning that we are recommending, we then draft the appropriate estate planning documents for the client’s review. Before implementing the documents, we meet with the client to review the documents together and make sure that the client thoroughly understands key provisions in the estate plan. After the documents have been executed, we then assist that client with the re-titling process to make sure that the trusts that were created are properly funded. The clients are then entered into our data base and are kept informed of any future changes in the law that might affect their estate plan. We use this same philosophy at Quarles and Brady.
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