We start by understanding your goals during a free consultation. During this call, we will answer your questions, assess your need for an estate plan, and provide our flat-rate price for your complete plan.
Meeting in person, we'll explore whom you want to protect and why, and present options for you to consider. Along the way, we'll capture your decisions and begin drafting your customized estate plan.
Once your plan is crafted we meet again to review it, the choices you made, and discuss next steps. Our goal is to for you to leave that day with peace of mind knowing your plan is in place.
Funding your trust and informing trustees are just two of the many necessary steps you need to take after your plan is written. Trusted provides reminders, guidance, and forms to make things easier.
Life, relationships, and wealth change and estate plans should be reviewed periodically and amended as needed. Flex Protection gives you a simple and affordable way to keep your plan current.
An estate plan is needed most when you can't be there directly. As your estate planning partner, we are here to look out for your family and protect your intentions.
We decided to plan for the future and needed some assistance with estate planning. Throughout our communications, Trusted was extremely professional and responsive. It's so refreshing to speak with someone who is knowledgeable and can explain legal matters in layman terms!
Trusted went above and beyond what I could ever imagine an attorney would do. Her compassion and understanding at a difficult time were amazing, and she continues to reach out to make our needs have been met. She is an amazingly sweet woman.
Getting a trust was something I know I needed to do for my family but kept putting off… I finally took the leap with Trusted Law Corporation and couldn't be happier. Trusted made the experience a pleasure. I'm happy to have a plan specifically built for my family in a place and happier to know when I need to change it I can do so easily and affordably.