Boise, Idaho Estate Planning Law Firm
How We Work With You
We begin with the premise that every estate, regardless of size, is important. After all your estate, no matter how large or small, is everything that you have spent your life accumulating. We understand that you want to preserve it from unnecessary taxes and administrative fees and want to pass it to your loved ones in a way that blesses their lives and preserves your values.
Our comprehensive process incorporates a minimum of three meetings. We charge no fees for these meetings.
At the initial meeting, we will learn about you and your loved ones, and briefly review your assets. At this meeting you will do most of the talking, we listen closely so that you can teach us about your family and what is important to you. After you have taught us about your family, we will explain how the estate planning laws operate in Idaho, what your options are and the costs for each of those options. Should you choose to proceed with your planning we will schedule a design meeting.
At the Design meeting, we will concentrate on creating your estate plan, a plan custom-designed for your unique situation, a plan that meets your specific needs and goals. At the end of this meeting we will be able to give you a firm quote for the full price of the plan we have created together.
Approximately four weeks after the Design Meeting, we will schedule the Signing Meeting. At this time we will have prepared your estate plan, we will review it with you in detail, carefully explaining each document and how the documents work together to accomplish your goals. If the plan meets with your approval you may sign the documents and put your plan to work for you.
Perhaps most importantly, we offer our clients the ability to update their plans annually. As part of our LifePlan Maintenance Program, we offer you a system to revisit your goals and objectives, your assets and your choices for the important people in your plan. This allows us to help you keep your plan up to date based on changes in your life as well as changes in the lives of your loved ones and changes in the law. By taking advantage of this program you can make sure your plan does not become "stale" and will produce the results you intended 10, 20 or 50 years in the future.
If you or someone you know would like to learn more about our unique style of personal planning, we invite you to contact us. We do not charge for calls or consultations and welcome your inquiries.
Please begin by downloading the appropriate form below. Complete the form and return it via email or at the time of your consultation.
Estate Planning Information Form - Single
Estate Planning Information Form - Married