We make estate planning for individuals and families easy, simple and convenient so you have the peace of mind that things will be taken care of if something happens to you.
Here’s our 5 Step Planning Process
First, we meet with you over Zoom and help you understand what may happen to your children and your assets when you either don’t have any planning in place or have improper planning in place. It’s here that you’ll learn about the probate process – what it is, how much it costs, etc. – and whether or not you should try to avoid it. We’ll also cover the differences between a will and a trust, as well other critical estate planning documents that you should have in place.
Next, we help you come to a decision on what the right path and the right plan is for you and your family. All of our planning packages are on a flat fee basis. That’s right – there are NO hourly fees for your initial plan.
Once you decide upon a planning package, we move to the planning stage where we will guide you on the choices and options you have in putting together your estate plan. You won’t be left alone in this! It’s our mission to educate you on the possibilities so that you can reach the right decisions.
After your plan is completed and the signing is done – in the comfort of your own home – we aren’t quite finished! Most estate planning attorneys end their services here, but at Jeffrey S. Berenholz, LLC we help you finalize all of the details, especially for trust-based plans.
Our goal is a long-term relationship with you and your family. So even after everything is completed, we will stay in touch on an annual basis to see if there have been changes in your life or your assets that would require an update or change to your estate plan.