Our 3-Step Estate Planning Process

Planning for the future may seem daunting, but at Logan & Logan LLP, we believe in making the process of estate planning as straightforward and stress-free as possible. With our unique three-step process, we guide you through each stage, ensuring that your estate plan reflects your wishes and provides peace of mind for both you and your loved ones. Here’s how our approach works:

Step 1: The Complimentary Consultation – Understanding Your Goals and Values

At Logan & Logan LLP, your journey begins with what we call the initial complimentary consultation. In this meeting, our focus is on understanding the big picture of your life, your family, and your aspirations. We discuss:

  • Your Assets: An overview of your property, investments, and any special considerations.
  • Family Dynamics: Understanding the relationships and needs of those you wish to include in your estate plan.
  • Future Goals: Whether it’s providing for your children’s education, ensuring care for a family member, or supporting a charitable cause, we want to know what matters most to you.
  • Questions and Concerns: Addressing any uncertainties or specific wishes you have regarding your estate.

This meeting is not just about numbers and legal documents; it’s about forming a foundation built on trust and mutual understanding.

Step 2: The Design Meeting – Crafting a Customized Estate Plan

After gathering insights from the complimentary consultation, we move to the Design Meeting. Here, we translate your vision into a practical estate plan. This step involves:

  • Drafting Proposals: Based on your goals, we present various estate planning tools and strategies.
  • Exploring Scenarios: We discuss different scenarios to ensure your plan is robust and flexible.
  • Feedback and Revisions: Your input is vital. We refine our proposals based on your feedback to ensure every aspect of your estate plan aligns with your wishes.

Our team uses their expertise to ensure that your estate plan is not only legally sound but also tailored to your unique situation.

Step 3: The Signing Meeting – Finalizing Your Estate Plan

The culmination of our process is the Signing Meeting. This is where your estate plan is formalized. In this meeting:

  • Review of Documents: We go through every document in detail, ensuring you understand each provision.
  • Executing the Plan: Once everything is in order, you sign the necessary documents, making your estate plan official.
  • Next Steps: We discuss the safekeeping of your documents and the process of updating your plan in the future as needed.

Your peace of mind is our priority, and this meeting marks a significant step in securing your legacy.

Contact Logan & Logan LLP For Custom Estate Planning Services

At Logan & Logan LLP, we are committed to guiding you through the estate planning process with clarity and compassion. Our three-step approach ensures that your estate plan is a true reflection of your life, your values, and your wishes. Contact us today to schedule your Vision Meeting and take the first step towards securing your future.

This post is for informational purposes only and does not constitute legal advice. Please consult with our attorneys for advice specific to your situation.

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