Our firm believes in personalized service for each client, and our approach is educational and proactive. First, we determine your individual needs, desires and values, and then tailor a plan to best fulfill your needs.
To become one of our clients, simply follow the steps below:
Step 1. Schedule Your Educational Estate Planning Session
Call our office at (888) 495-7289 to schedule your complimentary Educational Estate Planning Session. Mention code KLGB.
Step 2. Complete Estate Planning Questionnaires
Approximately 3-4 days after scheduling your Educational Estate Planning Session, you will receive our Welcome Packet containing information about our firm, Estate Planning Questionnaires, and our fee schedule. You will need to fill out the Estate Planning Questionnaires and return it to our office at least one week prior to your appointment.
Step 3. Attend Educational Estate Planning Session
At your Educational Estate Planning Session, we will review your Estate Planning Questionnaires and personal information. You will also tell us about your family, goals, desires and priorities, which will help us design a personalized solution to suit your needs. After we have gotten to know you better, we will educate you about estate planning and the law and what would happen to your family and assets under your current plan or if you had no plan at all. Finally, we will answer any questions you have about our firm or the planning process.
Step 4. Design Your Estate Plan
If we mutually decide to work together, we will then begin designing your estate plan in two phases. First, with our guidance, you will choose which level of protection that will enable you to achieve your goals. Second, we will customize your plan to give you the exact protection you need.
Step 5. Signing Ceremony
Once your plan is complete, we will schedule a conference where you will sign the documents of your estate plan. The signing ceremony will take place about four weeks after your Educational Estate Planning Session and may take one to two hours to complete. At the signing ceremony, we will thoroughly review all of your documents and answer any questions you may have.
Step 6. Estate Plan Binder Delivery
About four weeks after the signing ceremony we will deliver your Estate Plan Binder.
At most estate planning firms, the relationship with your attorney ends when you sign your documents. At Kinsey Law Group, we view the signing of your estate planning documents as the beginning of our relationship with you and your family.
If you have questions about any aspect of estate planning and what we can do for you, please contact us.
Estate & Health Planning Services
Estate planning is one of the most important steps you can take to make sure that your assets are disposed of in accordance to your wishes and to make sure that your assets are properly managed in the event you are incapacitated. In addition, if you have small children and you want to ensure they are fully protected, your estate plan should also include a child protection plan.
Our Estate Planning Services include:
- Wills
- Revocable Living Trusts
- Special Needs Trusts
- Estate Tax Planning
- Single Parent Family Estate & Health Planning
- Two Parent Family Estate & Health Planning
- Incapacity and Disability Planning
- Powers of Attorney
- Living Wills
- Health Care Power of Attorney
- Burial Directives
- Comprehensive Child Protection Plan
- Customized Estate Plans to Meet Your Needs