FOR PROSPECTIVE CLIENTS
The estate planning process can be a daunting process but we try to make it as easy and convenient for you as possible.
1. Contact us to receive an Information Packet.
2. Contact us to schedule a no-cost meeting with Ted Kuczek (in-person or virtual). We'll send you a confirmation letter, map to the meeting location, and Information Checklist (available on the FORMS page).
3. At the initial meeting which usually lasts around 2 hours (if you are married, both spouses should attend the initial meeting), Ted will explain different estate planning options and how they pertain to your specific situation. He will quote a flat fee for each of the different options. Some of the documents include:
4. You let us know how you would like to proceed. You can say "Yes," "No" or "I'll think about it" after the initial meeting. There is no cost or obligation for the initial meeting.
5. If you decide to proceed with us, we then send you a Client-Trustee Checklist which outlines everything that you discussed at your initial meeting. You would then approve or suggest changes / corrections to the checklist.
6. We ask for 1/2 of the fee as a retainer and then we'll schedule a signing meeting (usually within two to four weeks) at which time the second 1/2 of the fee is due.
7. At the signing meeting, Danielle will review every page of every document with you so you understand everything. Then you will sign your papers and take the original documents home with you organized in a three-ring binder.
8. FOR TRUST CLIENTS - if you choose a trust, you will then work with Robert Brandt to make sure that your assets are properly titled and that the beneficiaries of your accounts are properly designated.
The estate planning process can be a daunting process but we try to make it as easy and convenient for you as possible.
1. Contact us to receive an Information Packet.
2. Contact us to schedule a no-cost meeting with Ted Kuczek (in-person or virtual). We'll send you a confirmation letter, map to the meeting location, and Information Checklist (available on the FORMS page).
3. At the initial meeting which usually lasts around 2 hours (if you are married, both spouses should attend the initial meeting), Ted will explain different estate planning options and how they pertain to your specific situation. He will quote a flat fee for each of the different options. Some of the documents include:
- Revocable Living Trust - outright, basic, dynasty, legacy
- Last Will & Testament (pour-over)
- Power of Attorney for Property
- Power of Attorney for Health Care
- Living Will
- Assignment of Personal Property
- Memorandum for Distribution of Personal Property
- Memorial Instructions
- Appointment of Trust Protector
- Certification of Trust
4. You let us know how you would like to proceed. You can say "Yes," "No" or "I'll think about it" after the initial meeting. There is no cost or obligation for the initial meeting.
5. If you decide to proceed with us, we then send you a Client-Trustee Checklist which outlines everything that you discussed at your initial meeting. You would then approve or suggest changes / corrections to the checklist.
6. We ask for 1/2 of the fee as a retainer and then we'll schedule a signing meeting (usually within two to four weeks) at which time the second 1/2 of the fee is due.
7. At the signing meeting, Danielle will review every page of every document with you so you understand everything. Then you will sign your papers and take the original documents home with you organized in a three-ring binder.
8. FOR TRUST CLIENTS - if you choose a trust, you will then work with Robert Brandt to make sure that your assets are properly titled and that the beneficiaries of your accounts are properly designated.
