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Transcript:
00:00:03 The first step in creating an estate plan is certainly giving us a call so we can have an initial consultation. The step two is you coming in and bringing in statements and deeds and information about your assets. So that is the second meeting. Third meeting is talking about your estate planning wishes, confirming what you want, what your desires are. Fourth meeting is going to be taking a looking at your funding and how you hold your assets. So that’s an important meeting as well. And then the fifth
00:00:35 meeting is for you to come in, watch a video, answer all your questions, and actually sign the documents. The sixth step is just about us being part of your lives. We’re going to have constant communication and reminding you to review your estate plan every three years. So it’s always a long-term relationship with us. You might get sick of us actually, but we’re here for you. We want to be your attorney and your advisor for a lifetime. [Music]
