At the Socius Law Firm, we have established a unique estate planning process where we listen and learn about you, your family and personal circumstances, thoroughly explain the estate planning options available to you and custom design, implement and maintain a comprehensive estate plan that reflects your specific concerns, fears, goals and objectives. Our process is designed to ensure your confidence at each step along the way, from the initial planning meeting through the delivery and implementation of your completed plan and beyond. The ultimate outcome of our estate planning process, which is highlighted step-by step below, is to give you peace of mind.
Giving You Peace of Mind
Step 1: Preparing for the Initial Planning Meeting
Shortly after scheduling your appointment, you will receive an email from us that contains a Welcome Packet that contains an Estate Planning Worksheet. We must have your Estate Planning Worksheet returned to our office at least three (3) days prior to your Initial Planning Meeting either by mail, fax or email or we will need to reschedule your Initial Planning Meeting. The Estate Planning Worksheet is designed to help you organize your family and financial information, while also assisting us in understanding your personal goals and circumstances so we can make our first meeting as productive as possible. The information that you provide is confidential.
Step 2: The Initial Planning Meeting [TS_VCSC_Icon_Font icon=”ts-awesome-handshake-o” size=”24″ animation=”ts-infinite-css-swing” color=”#196390″]
For new clients, the Initial Planning Meeting is where the relationship with the Socius Law Firm begins. The Initial Planning Meeting provides an opportunity for us determine whether there is a good fit between you and our firm. During our meeting, we will: (i) learn about you, your family and personal circumstances and discuss your concerns, fears, goals and objectives, and any other issues identified in the Estate Planning Questionnaire that require further consideration; (ii) teach you about the law and your estate planning options; and, (iii) discuss what would happen if you were incapacitated or passed away with your current plan or without any plan. By looking at what would happen under your current plan, you can identify what you would want to happen differently.
Assuming there is a good fit between you and our firm, we will help you to choose the estate planning option that will give you peace of mind knowing that your family would be taken care of in the way you want if something happened to you (we have four different estate planning levels to accommodate your needs – our fees begin at $1,000.00 and they are all-inclusive, so there are no surprises). Then we will design your estate plan and draft the legal documents that are necessary to implement your estate plan.
Step 3: The Design Meeting [TS_VCSC_Icon_Font icon=”ts-elegant-icon-flowchart” size=”24″ animation=”ts-infinite-css-swing” color=”#144f73″]
Depending on the estate planning option you choose and complexity of your situation, the design step may occur during your Initial Planning Meeting or during a separate Design Meeting. During this meeting, we will work together to create a customized estate plan that that reflects your concerns, fears, goals and objectives and provides you with peace of mind. We will discuss various options regarding distribution of your assets, who will make financial decisions for you after you pass or become incapacitated, who will advocate for your medical needs, who will care for your children, etc. We will give you various choices and make recommendations based on your personal circumstances. At the end of the meeting, you will have a clear understanding of how your plan works and we will have a clear blueprint for which to draft your estate planning documents.
Step 4: The Signing and Funding Meeting [TS_VCSC_Icon_Font icon=”ts-brankic-pen2″ size=”24″ animation=”ts-infinite-css-swing” color=”#0f3b56″]
After your estate planning documents are finalized, we will schedule a meeting for you to return to our office to review and sign your estate planning documents.
Also, if your estate plan includes a Trust, it is critical that it is properly funded. Funding is the process of changing the title of your assets from your name into the name of the Trust. An unfunded trust is like a car without gas – neither will get you very far! If you choose to have us be responsible for the initial funding of your Trust, we will prepare the necessary funding documents for you to review and sign and will work with your investment firms, banks and advisors to ensure that everything is titled correctly. If you choose to be responsible for the initial funding of your Trust on your, we will ensure that you understand how to fund your Trust and provide follow-up guidance and support.
Step 5: The Delivery Meeting [TS_VCSC_Icon_Font icon=”fa fa-book” size=”24″ animation=”ts-infinite-css-swing” color=”#0a2739″]
After you sign your estate planning documents, we don’t just send you on your way and wish you luck for the future. Instead, we will schedule a delivery meeting with you where we provide an electronic record of all your estate planning documents on a thumb drive and provide you with all of your original documents in a binder.
More importantly, we conduct a review of the initial funding of your trust, verify your asset transfers are continuing to move forward and address any outstanding funding issues.
Step 6: The Review Meeting [TS_VCSC_Icon_Font icon=”ts-brankic-archive” size=”24″ animation=”ts-infinite-css-swing” color=”#05131c”]
At most estate planning law firms, the relationship ends when you sign your documents. This is where the Socius Law Firm is very different. We believe your estate plan should be reviewed and refined on a regular basis to ensure that it always remains up-to-date consistent with your goals and objectives. This is why we include a complimentary review of all of our clients’ estate plans at least once every three years. We also provide you with access to our webinars, newsletters and blogs and offer annual membership programs if you wish to review your estate plan on a more frequent basis or desire even more continued services from us. Finally, we are always here for you and we don’t charge you for phone calls or emails. We welcome your communications!
You’ll be amazed at how easy and painless the entire planning process will be for your family.
With 20 Years of Experience… We Do Things Differently
Unlike the “transactional” or “one-size-fits-all” approach to estate planning, the Socius Law Firm is committed to forging lawyer-for-life relationships with our clients.
What We Do
At the Socius Law Firm, estate planning is not done for you, it is done with you. We help individuals and families identify their concerns and planning objectives and work together to create a plan that is tailored to meet their unique family situation, assets and personal values, goals and objectives.
Satisfied Client Stories
How Much Does It Cost?
We offer four levels of planning – each highly customized to meet your unique family situation, assets and personal values, goals and objectives. Plan fees range from a low of $1,000 to a high of $8,500 for an extensive estate plan.
- For the family who wants to take care of basic estate planning needs and is not concerned about avoiding probate or maintaining privacy. You’ll gain peace of mind knowing we are here to help you navigate the system during your lifetime and help your family after your passing.
- For the family who wants to avoid probate and gain total assurance and peace of mind knowing that in the event of their death or incapacity, all assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office.
- For the family who wants the total assurance and peace of mind of the "Trust Plan" as well as the added comfort of knowing that all assets transfers are taken care of by our office. We do all “funding” for you.
- For the family who needs more than the foundational planning of the first three levels. Clients choosing the Legacy Plan may have advanced planning needs involving complicated estate tax or asset protection issues.
Call Us Today
Call us to discuss your estate planning needs.