Planning your Comprehensive Estate Plan with The Law Office of Kelly T. Braun
Working with Kelly T. Braun on your estate plan ensures a seamless and supportive experience, as she expertly guides you through each step of the process to achieve your unique goals.
Most estate plans take approximately 2-4 weeks to complete
WHO & WHAT IS THE PLAN FOR.
Complete a Questionnaire Form [CLICK HERE]
Provide Key Details: Personal and financial / asset information (real estate, bank accounts, investments, retirement accounts, etc.)
INITIAL CONSULTATION.
Schedule a meeting to discuss goals, assets, and family dynamics to determine the scope of the estate plan and pricing
WORK WITH KELLY.
Review and sign an engagement agreement that outlines services and costs. After your engagement agreement and payment are received, you will be contacted to schedule your design meeting to discuss the details for your personalized comprehensive estate plan
DESIGN MEETING.
Personalized Estate Plan details are discussed during this :30 - :45 meeting, including asset distribution, individuals you want to carrying out your plan, and scheduling your (in-person) signing meeting
DOCUMENT DRAFTING.
Attorney drafts documents (Will, Revocable Trust, if applicable, General (Financial) Power of Attorney, Healthcare Directive/Medical Power of Attorney, HIPAA Authorization, Funeral Representative Designation, and other specialized documents (e.g., guardianship nominations, (ladybird) deed, or business assignments, based on information provided
REVIEW & SIGNING.
Review, Sign and Execute Documents in the presence of witnesses and/or a notary (as required by state law)
Discuss trust funding and updating beneficiary designations
SAFE KEEPING.
Store original documents safely in a secure location, such as a fireproof safe and provide access instructions to trusted individuals so they understand their roles and where to find your estate plan binder in the event of an emergency
REVIEW.
Revisit your plan every 3–5 years or after major life events (marriage, divorce, birth, death, or significant financial changes).
QUESTIONS.
New assets? Changes desired? Need clarification? Don't hesitate to contact The Law Office of Kelly T. Braun (248-581-4425 or kelly @ ktbraunlaw.com) with any questions.
