Our Planning Process

We know that starting your estate planning is a big step. Our process is designed to take the worry and burden out. Our entire process is designed to move at a comfortable pace, typically taking 3-4 weeks to complete each estate plan.

The planning process begins with an initial meeting. It provides a good opportunity for you to meet the staff of Yeager Law to determine if this will be a good fit. It also allows us to learn about you, your family, and your goals.

During the initial meeting, we will seek to answer your questions about estate planning, intestacy, and the probate process. We will seek to educate you about what options you might want to consider in protecting you and your family.

Assuming there is a good fit between you and our firm, we will design a plan to meet your needs. At this point, we will be able to provide you an all-in fixed rate price so there will be no surprises.

Sometimes, depending on the level of complexity of your situation or based on later discovered facts, we may need to schedule a secondary meeting to review your financials and your plan in greater detail.

Once a plan has be created to your satisfaction, you will return to our office for the signing. We will be with you throughout the entire signing process to ensure the documents are properly signed and notarized.

In most law firms, the relationship stops there. Our firm takes things a few steps further.

After the documents are signed, we don’t just send you on your way and wish you the best of luck. Instead, we will take your signed documents and provide multiple copies for your use. The copies include a working copy placed in an estate organizer so you can review your estate plan without worrying about damaging or losing the originals. We also provide an online electronic copy so you can save a version in your electronic records and easily provide copies to all the important people in your plan.

We will also continue to work with you to ensure your assets are properly titled. This includes recording the grant deed for your primary residence with the county. Failure to properly transfer major assets into a trust is one of the most common mistakes with estate planning, even when using an attorney.

We will also work with the agents you named in your plan to ensure they know their role. This will ensure each person will play their part smoothly when disaster strikes.

And afterwards, we will regularly review your plan, typically every three years or sooner based on major life events. We will work with you to make sure your plan stays up to date based on changes in your estate, goals, family, and applicable laws. As these things change, your estate plan may become less effective or even invalid based on the change. By working with you to maintain your plan, we can ensure your plan will remain effective in light of the changes.

And when the time comes to put your plan into effect, we will work with your chosen agents to take care of you and your beneficiaries.

Contact Yeager Law for any questions, comments, or concerns.