Secure Your Future Today
Experience Estate 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 work alongside you through these deeply personal decisions, weaving your values and familial ties directly into your estate plan.
Services
- Estate Planning
- Asset Protection
- Power of Attorney
- Tax Planning
- Trusts
- Wills
- + More
- 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.
Secure Your Future Today
Experienced 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.
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: ALIGN TEAM & ASSETS
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.
Contact Us
Ready to discuss your estate planning goals with attorneys who understand your unique situation?
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planning process
Through our comprehensive three-step approach, we provide personalized legal guidance that honors your family’s unique values and goals.
1 Consultation
We begin with an initial consultation to discuss your needs and goals. During this meeting, we gather essential information to tailor our approach specifically to your situation.
2 Design
Following our consultation, we’ll provide either a detailed proposal for your estate plan or offer to represent you in settling your loved one’s estate. For either situation, we design a detailed plan that focuses on your objectives and specific legal requirements, so that each element aligns with your goals.
3 Implementation
We help you execute and implement your proposed estate plan or settlement of your loved one’s estate. We carefully review and adjust the plan as necessary so that everything is properly executed.
serving vancouver washington & surrounding area
Estate Planning FAQs
What makes the estate planning process at NW Legacy Law unique?
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.
How does NW Legacy Law ease the anxiety associated with estate planning?
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.
What should I do to prepare for my initial consultation for estate planning?
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.
How is my family involved in the estate planning process?
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.
What type of discussions will we have during the Goals Conversation phase?
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.
How customizable is the estate plan to my specific family dynamics and objectives?
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.
How long does the estate planning process typically take?
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.
What happens during the Execute Plan phase?
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.
How do I ensure that my estate plan remains aligned with changing life circumstances?
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.
What support can I expect from NW Legacy Law post-finalization of my estate plan?
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.