Cara Law bases most of our estate plans on a flat fee that based on your needs and situation. After your initial consultation, we will let you know the cost for your estate plan up front and will find a plan for you that works within your budget, without any hidden fees or extra charges.
1. Getting Started- The First Step
-Answer a few easy questions and book your first consultation
-Based on your answers, you will receive an email with more information and a few more questions. Your answers will help us understand your concerns and your family’s needs
-Connect with our attorney via zoom or in person (whichever you prefer)
2. During Your initial consultation
-Review the information together that you provided in step one
-Talk about your priorities and protecting what is most important to you
-Discuss the available options and choose the plan that is right for you
There are many different options when it comes to estate planning. The cost of creating your estate plan is dependent on a few different factors such as
-What you presently have in place
-Tax planning requirements
-Medicaid eligibility planning needs
-Asset protection and preservation needs
4. After Your Consultation
Oftentimes, we get everything squared away in our first consultation. However, more complex situations will require a second planning meeting. After discussing your options and helping you chose the best one for you, we draft all of the appropriate documents. You should get these approximately 4-6 weeks after our first meeting together.
5. Completing Your Estate Plan
Upon receiving your draft documents, you should read through them thoroughly. You have the option to do this on your own or with Cara Law. To make your new estate plan official, we will arrange a convenient time for us to meet in person to sign the documents. You will also have a chance to ask any remaining questions. We go over each document with you to make sure that you understand what we put in place, and that your plan is clear and meets your expectations.
2-3 weeks after you sign your documents, you will receive your completed estate planning binder from our office. Your estate plan binder contains all of your documents, instructions to your agents and family members, as well as some additional helpful tips and information about how to make the best use of your new estate plan.
Your Future With Cara Law
Our relationship doesn’t end once your estate plan is done. We are here for all of you and your family’s milestones along the way, such as college, marriages, births, new assets, changes in your medical status, divorce, remarriage, and so on. Estate planning is a lifelong process and Cara Law is here with you every step of the way.
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