Schedule A Complimentary Consultation
Our Initial Estate Planning Consultation is designed to give you the opportunity to find out about our firm, our approach to estate planning, and to help you decide if our services fit your needs and objectives. It is also designed to give you all of the information you need in order to determine what planning is right for you and your family.
Our Process: How We Work Together
Planning for the future is one of the most empowering decisions you can make. We believe the process should be clear, collaborative, and entirely tailored to your life.
From our first conversation to the final securing of your assets, we guide you through a straightforward, four-step process designed to give you complete peace of mind.
Step 1: The Discovery Call
A Complimentary 15-Minute Conversation
Every great plan begins with a simple conversation. Before we dive into the details, we start with a complimentary, 15-minute introductory phone call. This is a low-pressure opportunity for us to:
- Get to know each other and discuss your high-level goals.
- Outline how our firm can help meet your specific needs.
- Confirm we are the right fit for your estate planning journey.
Our Initial Discovery Call at the Law Office of Hyatt & Hanington is designed to give you the opportunity to find out about our firm, our approach to estate planning, and to help you decide if our services fit your needs and objectives. Usually, at the conclusion of the Call, we will give you some of your options for estate plans and their corresponding fee ranges. It is up to you to decide how you want to proceed with the planning. There is no obligation and no fee for the Discovery Call.
If we choose to move forward, we will schedule your Design Meeting and provide you with a secure, user-friendly Estate Planning Information Form to help organize your information ahead of time
Step 2: The Design Meeting
Mapping Out Your Custom Plan
This is where your plan takes shape. During this collaborative session, we will review your family dynamics, assets, and long-term wishes. Together, we will:
- Analyze your unique situation and identify potential opportunities or challenges.
- Discuss and select the planning strategies that best protect your loved ones and your legacy.
- Establish a clear, flat-fee pricing structure for your customized plan so there are never any financial surprises.
Step 3: Review & Signing
Perfecting and Finalizing Your Documents
Once your custom plan is designed, we draft your legal documents with meticulous attention to detail. We then meet to finalize everything:
- Detailed Review: We walk you through your documents in plain English, ensuring you fully understand how your plan works and how it protects you.
- Formal Execution: We host a formal signing ceremony in our office, complete with the necessary witnesses and notarizations to ensure every document is fully legally binding.
Step 4: Asset Funding & Implementation
Bringing Your Plan to Life
A binder of legal documents only works if your assets are properly aligned with your comprehensive plan. This final step is crucial, and it is where many traditional plans fail. We stick by your side to ensure your plan is fully funded and functional:
- Asset Alignment: We guide you through updating your account titling and beneficiary designations so they coordinate seamlessly with your trust or will.
- Deed Filings: Our office prepares and files the necessary deeds to properly transfer real estate as necessary to align with your plan.
- On-Call Guidance: We provide clear instructions and ongoing support to ensure your assets remain aligned as your life and investments change.
Protecting your peace of mind starts with a single step. Schedule your complimentary 15-minute Discovery Call today.