Our Process
Beginning your estate plan is a big step, so our process is designed to help you build confidence every step of the way. Within around 4-6 weeks, you can have a comprehensive estate plan that will protect your family against any eventuality, even the worst.
At the Law Office of Thea Beatie Eliot, we strive to be as efficient as possible, while still retaining our humanity. All new planning clients begin with an initial meeting (typically 1.5 hours in duration), during which you will find out what would happen to your family given the planning you currently have in place.
If there’s a conflict between your current plan and what you would like to have happen and we both feel that our working relationship is a good fit, we can often design your new plan within the first meeting.
Currently, we offer 3 levels of planning, and will work with you to help you determine which planning level is best for your family. Our fees begin at $995, and are all-inclusive. There will be no surprise bills in the mail, and you work with us to design the plan that will give your family the greatest peace of mind. If you do not feel that the benefits of the planning you do with us far outweigh the costs, there is no obligation.
Sometimes, depending on the level of planning you choose and the complexity of your situation, a second planning meeting is required. But once your plan has been designed to your satisfaction, you will return to our office approximately 4-6 weeks later to sign your documents. At this point, you and your family will be totally protected in the worst-case scenario of your death or incapacity.
At this point, most lawyers call it a day. But we see the signing of these documents as the beginning of our relationship with your family. Laws change, your assets change, and your plan will need to change as well. That’s why we will communicate with you on a regular basis, and gather your input on the decisions that most affect your family. We offer a review of your plan every three years at no additional charge to you.
If you’re looking for this personalized level of estate planning, please contact us.