Wills, Trusts, Power of Attorney, and Advanced Medical Directives
There is no better time than the present to think about your Estate. The Dean Law Firm is available to help you and your family secure your future by ensuring you have the Estate Planning documents you need in place, such as Wills, Trusts, Powers of Attorney, and Advanced Medical Directives. In light of ongoing public safety concerns, we offer both in-person and virtual estate planning options for your safety and convenience.
We understand that most individuals have multiple goals in approaching the development of their estate plan: protecting their assets for their loved ones, ensuring their families are protected in the event of untimely death, ensuring their assets are distributed to the right people or organizations, avoiding a confusing and messy probate and administration process for their descendants, and generally providing peace of mind. The Dean Law Firm can provide strategic solutions to ensure your goals are met.
How It Works
The Dean Law Firm has developed an easy, stress-free, and convenient step-by-step process to help you and your family develop their estate plan. These steps include:
Please contact me at your convenience to set up a time for an initial phone consultation to discuss your Estate Plan. Based on this conversation, I will assess your needs and make a recommendation for developing an Estate Plan that is right for you, based on a variety of factors such as family situation, size and complexity of your Estate, and personal preferences. I will also provide a fee quote and payment options for the Estate planning services. This initial consultation is free of charge. If you agree to proceed, I will send you an engagement letter
outlining our agreement’s terms. In addition, I will send a form for you to complete to gather basic information about your Estate (beneficiaries, assets, custodians, executors, etc.) to use in the planning process.
Next, we will schedule a time to meet in person, via video conference, or over the phone to plan your Estate. During this session, I will gather the information needed to prepare your Estate Planning documents. We will walk through the decisions you need to make and develop a plan to distribute your assets and provide care for your family members. I will provide personalized advice, make recommendations on achieving your Estate Planning goals best, and answer all your questions.
I will prepare drafts of all of your Estate Planning documents and then send them to you for review. During the review process, I will answer any questions about the drafts and make any edits or changes you request. Documents can be shared through your secure online client portal. Once all the edits have been made and the documents have been finalized, they will be ready to be executed (signed).
For your documents to have the full effect of the law, they must be signed, witnessed, and notarized. I can arrange to have the documents signed at my office or another convenient location. We will need two witnesses, and I will arrange for a notary to be present.
To Keep In Mind
We aim to ensure that your estate plan meets your unique needs, protects you and your family, and preserves your assets for future generations.
We want to avoid confusion and a messy, costly administration process for your loved ones.