Dana Law Firm > About Our Firm > Our Approach
Our Approach
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.
