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Your Estate Planning Roadmap

Your Estate Planning Roadmap

Your estate plan begins with a roadmap of what you want to achieve through your individual plan, but before a plan can be drafted you must take the first step of reaching out to schedule the initial appointment. The greatest barrier to making that call is all too often the practical unknown of what goes into the process of planning one’s estate. We want you to be knowledgable as to our process for creating your estate planning roadmap, so we’ve created the attached infographic to help better explain the estate planning process.

Our goal is to make the estate planning process as straightforward and easy for you as it possibly can be. Whether you are comfortable with digital files, or prefer all paper we will accommodate your individual preferences.

The estate planning process is a personal one, and every plan is as unique as the client. Our process is designed to help insure you are educated as to how to achieve your individual goals. Remember our goal is to help you have a plan that you understand, that is understood by the people you care about.

Each step of the process is critical to insuring we have the right plan for you based on your individual estate planning goals. The initial consultation is designed to get to know you and your family and to begin understanding your wishes and desires for what will happen to your hard-earned property. From the initial consultation we want to provide you a clear value-based quote for the fee for our services in assisting you. Once we have a clear directive, we will go to work as a team to prepare your estate plan. We may need to meet multiple times to best serve you, but in the end, every action we take is with you and your plan in mind.

We have outlined the process in the attached Estate Planning Roadmap infographic. Please view the link to our infographic and contact us today to schedule your free estate planning consultation or with any questions you may have. The estate planning attorneys at Smith Simmons are ready to help you create your estate plan today!


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