Our Process

We describe our process as Thorough | Lifelong | Complete (TLC™).
Here is an overview of how our TLC™ System works:

Education


 

 

 

 

•  We listen to you to determine if your situation is a crisis or whether we can schedule an appointment in our normal time frame
•  Begin to gather personal information needed to learn about you.

 

 

 

 

 

At the Vision Meeting, we help you understand the key issues involved in estate planning:
•  Planning for the family first, not your money
•  Difference between having documents and having a plan
•  Importance of the detail in your rulebook (your documents)
•  Introduce the plan options and analyze how many of your individual needs and concerns each option will fulfill
•  Importance of how assets are titled, and
•  Introduce asset protection trusts for Medicaid planning, if appropriate


Design


 

 

 

 

At the Design Meeting, we:
•  Lead you through a series of strategic questions to ensure we customize the plan to your personal needs, goals and desires
•  Work with you to address all of the issues, needs, and concerns you indicated were most important at the Vision Meeting


Implementation


 

 

 

 

At the Signing Meeting, we:
•  Review the estate planning documents created and introduce you to the estate planning portfolio
•  You sign all documents and take them home with you
•  Begin the funding process, transferring assets to your trust

 

 

 

 

 

At the Funding Confirmation Meeting we:
•  Confirm that all recommended transfers into the trust have been made
•  Discuss maintenance of your plan, through our WealthCare annual client care program