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
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