Our Estate Planning Process

Breaking Down The Estate Planning Process into 7 Easy Steps

  

STEP ONE: The first step is to schedule an initial consultation appointment so we can review your assets, discuss the implications of your status, make a recommendation, and go over our fee schedule, etc. The $250 initial consultation fee will be credited toward the total cost of your estate plan. 


STEP TWO: Once you have decided to proceed, we schedule an "intake meeting" where we gather personal and family data and discuss the distribution pattern, nomination of trustees, guardians, etc.  


STEP THREE: The intake meeting is followed by a "review meeting" where we go over a summary of your estate plan and where we collect asset documents (bank statements, deeds, etc.).              

                                                                               

STEP FOUR:  Full drafts are prepared and emailed to you.


STEP FIVE: You have the opportunity to comment on the documents make corrections. 


STEP SIX: Once the documents have been reviewed and approved, you come in for your third and final meeting to sign the documents and the asset transfer documents. 


STEP SEVEN: The day of your signing the transfer documents are mailed or taken in person to the various financial institutions, etc. 


 Meetings are usually scheduled 3-4 weeks apart and the flat fee is divided into three installments.  



 

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Verstegen & Fobe

2011 Pennsylvania Avenue, Suite 500, Washington, DC 20006, US

(202) 452-1600

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