The Law Office of Mahogany Taylor

A Probate, Estates, & Trusts Law Firm

Estate Plan Process

 

Introductory Call

I listen and ask questions to gain a basic understanding of your particular situation and concerns, and assess how I can best assist you. I schedule an appointment time for our initial visit to gather more information from you.Initial Visit

To best evaluate your needs, I will discuss your family situation and have an in-depth conversation about your personal goals and needs. After I have a better understanding of your goals, we assess potential solutions for your unique situation and how I can help you achieve those goals. I will thoroughly explain the components of your estate planning options, including our fees and the outcome we will achieve for you. If you decide to proceed, we will schedule a design meeting to discuss the details of your plan.

Design Meeting

At the design meeting, I will incorporate the information you previously gave us and discuss your specific concerns for your trust terms, Trustee succession, and beneficiary disbursements. I will also discuss specific trust structure to ensure we design your legal documents to best achieve your intended outcome.

ure your wishes are honored. After signing, your documents we will go through the finalization procedures and delivered to you, including an electronic copy for easy access. 

Draft Review

After the Design Meeting, I draft your legal documents according to the specifics discussed. I take you step-by-step through your documents for your understanding and input to further tailor your documents to your wishes. Once your documents reflect your needs, we’ll schedule a Plan Implementation Meeting to sign your final documents. 

Plan Implementation

I’ll prepare the final documents for you to sign. We also discuss each asset you own and decide the best option for asset titling and beneficiary designation to ensure your wishes are honored. After signing, your documents we will go through the finalization procedures and delivered to you, including an electronic copy for easy access. 

Ongoing Support

I am happy to assist you with ongoing questions and concerns after your plan is implemented and your documents are finalized.

Let’s Work Together

Are you ready to experience the peace of mind that comes with putting a plan in place that ensures your family is taken care of should something happen to you? Send me a message and we’ll schedule a time for a free consultation!