Estate Planning, Personal Service is for clients who meet the following criteria: YOU own your home, have other assets besides your home, have life insurance, have a savings account, and can afford to pay the estate planning fees up front. (There may be some exceptions to these criteria. Please inquire if you want personal service and think you should be exempted from one or more of these criteria.)
If you meet the criteria, here is how the process works. All of my estate plans:
1 - Are comprehensive, complete plans for death and incapacity, because a will is useless if you are incapacitated and you are four times likelier to be incapacitated than you are to die prematurely;
2 - Include all communication with no separate billing for any calls or emails or meetings, ever, so that you know you can always call me with any questions about your estate planning;
3 - Include a free plan review every three years, so that you can make sure that your plan is always up to date and you haven't wasted your investment;
4 - Are done on a flat-fee basis, with all costs agreed to in advance,so that you know exactly what you are paying before the work is done. Costs for a couple can typically range between $2500-$5000, depending on what type of plan the couple chooses.
The type of client that I work best with is the one who approaches estate planning from the place of wanting to do the best that they can to protect and provide for their family if the unthinkable happens. I am not the right choice for people who want the cheapest option, but I am always happy to work with people who need to set up a payment plan.
The way that I start the estate planning process is to set up an estate planning meeting, in which I go over your family and financial situation (you would fill out a worksheet and provide any previously prepared planning docs to me ahead of time) and show you what things would look like for your family if something happened to you with the current plan that you have in place. From there, we can identify any areas of concern and plan to avoid anything you don't like. I like clients to know exactly what the risks and benefits are to their planning and to know exactly what they are paying me to do. The meeting can last up to two hours. The meeting costs $375.00, but if you move forward with planning, that amount is deducted from your flat fee. I charge this fee because my time is very limited and the information I provide at the meeting is invaluable, whether we decide to work together or not. You will leave knowing exactly what issues you face and how to fix them.
The estate planning process is typically a three-meeting process: 1) Initial meeting + plan design; 2) Signing meeting; 3) Final meeting. With about 4 weeks between meetings, it's about a 2-month process from 1st meeting to last.
To schedule a meeting with Candice, please click here.
Coming soon. This will be a year-long program for clients who want immersive education and planning at a low monthly fee. Feel free to contact me using the contact page to make me aware of your interest in this program so that I can get you the details as soon as they are available.