Estate planning doesn’t have to be overwhelming. In fact, you’ll be surprised by how smooth the process is with Cross Law. You’ll also be surprised at our level of commitment: While most law firms consider the attorney-client relationship to end once you’ve signed the planning documents, we see that moment as just the beginning of our relationship. Here’s what to expect.
Prior to our meeting
- Contact us to schedule an initial meeting with David Cross, to determine whether there’s a good fit between you and our firm.
- A few days after scheduling, we’ll send you a packet of materials to begin the planning process. Please complete and return the materials at least 3 days prior to our meeting. We will gladly help should you have any questions.
- If you have existing estate planning documents, please send these to our office at least 1 week before our meeting.
During our meeting
- During our initial meeting (which may take up to 2 hours), David Cross will walk you through what your loved ones would need to do and where your assets would go should something happen to you.
- If you have an existing plan (or a plan prepared by the state), we will review it to determine if anything should be changed to better protect your family’s future.
- Assuming there is a good fit between you and our firm, we will then design a plan to make sure your family will be taken care of in the event of the unthinkable.
- Once the plan has been designed to your satisfaction, we’ll schedule a return visit to our office about 4-6 weeks later so you can sign your planning documents.
After our meeting
- Once you’ve signed your planning documents, your family and your assets will be completely protected in case of your death or incapacity. We will create a digital record of the documents so you can easily access them if the need arises.
- At no additional charge, we’ll review your estate plan at least every three years and keep you informed about changes in the law and about other issues that affect your family’s future.