Establishing Your Legacy
Expert Planning Guidance
At NW Legacy Law, we recognize that estate planning transcends simple asset distribution, embodying a profound expression of love, care, and foresight for your family’s future. Our purpose is to navigate these emotional intricacies with you to ensure that your values and familial ties are purposefully woven into your estate plan.
- Confidential Consultation: Your engagement begins with a confidential consultation with our estate planning attorneys. We use this initial conversation to address your questions, concerns, and delve into your objectives.
- Tailored Design: Your initial conversation typically concludes with a personalized estate plan proposal that aligns with your specific family dynamics and objectives. Our goal is to simplify this decision-making process in a way that honors your loved and preserves your legacy.
- Personalized Integration: Upon execution of your estate plan, we work with you to align your family, assets, and professionals with your estate plan. With the legal complexities settled, we encourage you to continue nurturing and enriching your legacy, confident that your loved ones’ futures are secure.
Maintaining Your Legacy
After Your Plan is Established – Then What?
Once your estate plan is in place, NW Legacy Law can be your partner to ensure your plan stays relevant and effective. Through our Client Care Program, our commitment extends beyond the initial design and creation of your plan. We understand that life events, such as family changes or financial shifts, necessitate updates to your estate plan, so we’ve developed a program to be your partner in adapting your plan to life’s changes and challenges.
Estate Planning Program
PHASE 1: ORGANIZE
Complete intake documents that summarize your goals, questions, family information, and assets.
PHASE 2: GOALS CONVERSATION
Have a dedicated conversation to understand your goals, questions, and objectives regarding your new estate plan.
PHASE 3: DESIGN
Review the planning options best suited to your situation.
PHASE 4: DRAFT DOCUMENTS
Prepare visualizations of proposed estate plan and draft final documents based on your plan design and feedback on our visualizations.
PHASE 5: EXECUTE PLAN
Meet with the team to review and sign your estate planning documents in person.
PHASE 6: ALIGN TEAM & ASSETS
Work with you and your financial professionals and institutions to align your assets into your estate plan.
PHASE 7: CLIENT CARE PROGRAM
Enroll in our Client Care Program to provide you with ongoing support for your revocable living trust that includes that includes annual reviews, simple updates, workshops, and direct access to your estate planning team for support.
Complete intake documents that summarize your goals, questions, family information, and assets.
Have a dedicated conversation to understand your goals, questions, and objectives regarding your new estate plan.
Review the planning options best suited to your situation.
Prepare visualizations of proposed estate plan and draft final documents based on your plan design and feedback on our visualizations.
Meet with the team to review and sign your estate planning documents in person.
Work with you and your financial professionals and institutions to align your assets into your estate plan.
Enroll in our Client Care Program designed to provide clients with revocable living trusts with ongoing support that includes annual reviews, simple updates, workshops, and direct access to the estate planning team for support.
1 Consultation
We begin with a comprehensive consultation to discuss your needs and goals. During this meeting, we gather essential information to tailor our approach specifically to your situation.
2 Design
Based on the initial consultation, we design a detailed plan that focuses on your specific legal requirements and personal wishes, ensuring each element aligns with your objectives.
3 Implementation
You execute your customized estate plan, and we help you integrate your assets and partners into your newly created estate plan. We help you implement your planning objectives and help you adjust your plan as necessary to ensure your goals are met and your legal protections remain robust over time.
Estate Planning FAQs
Our estate planning stands out due to its personalized approach, combining structured yet adaptable strategies tailored to meet each family’s unique needs and values, ensuring a highly customized and thoughtful planning experience.
NW Legacy Law mitigates estate planning anxiety by providing clear, step-by-step guidance and expert advice. This approach empowers clients, transforming estate planning into a manageable and affirmative experience, thereby alleviating common worries.
Before your initial consultation, gather and organize your personal and financial information and complete our Client Organizer. We require that you bring your completed Client Organizer and any requested records such as financial statements, family information, and prior planning documents, so we can tailor your consultation to your specific goals and questions efficiently.
Your family’s involvement is integral to our estate planning process. We ensure that their needs and concerns are considered throughout, which sometimes includes facilitating discussions that help align the estate plan with family dynamics and expectations.
During the Goals Conversation phase, discussions will focus on your aspirations for your family’s future, management of finances and healthcare, guardianship of children, and your desired legacy, among other personal topics, to fully align the estate plan with your life values.
Our estate planning is highly customizable and designed to reflect your specific family dynamics, objectives, and financial circumstances. This ensures that the plan is a perfect fit for your family’s unique structure and future aspirations.
The duration of the estate planning process varies and begins with an initial consultation for about an hour. Often, this consultation provides all the information we need to help you begin preparation your estate plan. Sometimes additional conversations are required to better understand your needs or objectives. Once you have decided on a plan, the remaining steps to draft and execute your estate plan typically takes 4 to 6 weeks. Every estate plan is different, so these timeframes and structures are provided as an example – it may take more time, or it may take less time, depending on your objectives and needs.
In the Execute Plan phase, you will sign all your prepared estate planning documents, make crucial end-of-life healthcare decisions, and collaborate with your attorney to ensure proper alignment of assets according to the new plan.
To keep your estate plan current with life changes, our Client Care Program offers continuous support, regular reviews, and updates. This ensures that your estate plan adapts effectively to any new circumstances or legal changes.
After finalizing your estate plan, NW Legacy Law provides ongoing support, including prompt responses to your inquiries and additional consultations as needed to address changes or concerns that may arise. This ensures lasting efficacy and satisfaction with your estate plan. For members of our Client Care Program, we provide proactive review support on an annual basis.