What Happens Next?

Designing Your Family Plan

Once the design of your plan is completed, we will schedule a follow-up meeting for you to sign your planning documents.  We'll review your documents with you in a way that makes the plan easy to understand and give you the confidence that we have understood exactly the way you want things to happen in the event of your death.  Once you sign the planning documents, your family and your assets are protected.

This is just the beginning of your relationship with us.  You may make changes to your planning documents at no charge for up to 90 days after signing.  All of the important people you have named as health care agents, trustees, and guardians will be notified and informed of what to do if something happens to you.  They just need to call us ... we are here to assist your family.


At our final meeting during the planning stage of our relationship, we verify that all of your asset transfer are moving forward on track.  We answer all of your questions then and at any time you may need clarification on any issue.  There is never a charge for that.


What Happens After I Sign My Estate Planning Documents and Take Them Home?

The maintenance phase of your plan begins now.  At no additional charge, we review your plan at least every three years and keep you informed regularly about changes in the law and anything else that may affect your family and your wealth.

Your calls or emails are welcomed without charge.  Communication is always encouraged!


If this sounds like the kind of relationship you are looking for, please call our firm at (650) 761-0992 to schedule your personal Family Wealth Planning Session™ today or book online now.



Interest Areas

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