Our Process to Your Estate Plan

Part of the joy of being an Estate Planning attorney is hearing stories and building plans that honor who my client is and what he or she stewards. Each client is unique, meaning that I get to position their assets and the character of their family in a thought out, protective manner. It’s a far cry from pushing paper at some desk. My job is to explore my client’s heart and purpose to help them see that their estate plan is not the end, but the beginning for the next generation.

After the initial excitement of creating the estate plan, we then move on to Accountability Reviews. For some families, we meet once a year. For others, we meet every three years or when there is a major change in their health, wealth, or objectives. After twenty-one years of practice, I have learned that Accountability Reviews are the most important of all of the meetings we have. Our clients need to make sure that the plan still fits before they move to the next stage, which is fulfillment.

Fulfillment is the part of the plan when our client has become disabled or has passed away and we now need to administer the plan we previously created. It is perhaps the most rewarding part of the plan; to see a legacy carried on past the lifetime is no small thing. At Thompson Law, P.C., we are honored to be able to  see so many legacies carried on for generations and generations to come.

Contact us today for your free consultation.