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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. It is important that you know how we work because we do things a
bit differently at Kinsey Law Group, P.C. from other law firms. That is
why our clients love us so much!
What To Expect When You Work With Us
Schedule Your Educational Estate Planning
Session: Call
our office at (301) 968-1630 or (202) 643-1837 to schedule your
Educational Estate Planning Session. Once your meeting is scheduled, we
will send you a “New Client Welcome Package,” which includes
information about our firm, your Estate Planning Questionnaires, our
fee schedule and biographical information about Nicole Kinsey White.
Complete Estate Planning Questionnaire:Approximately
three days after scheduling your Educational Estate Planning Session,
you will receive our Estate Planning Information Packet. Take some
time to go over your Packet. It will help you clarify the
goals that you want to achieve during the planning process. If you are
working with a financial advisor, he or she can help you put together
the necessary information. Most of the advisors we work with are very
familiar with our new client process and are more than willing to help.
You
will need to fill out the Estate Planning Questionnaire and return it
to our office at least one week prior to your appointment.
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.
During your Planning Session you will learn:
* How to choose the right guardians for your kids and avoid making the six common mistaks parents make
* How to get your financial house in order and keep it that way
* How to legally avoid estate taxes and keep your familoy out of court
* How to ensure your kids and spouse are prepared for life without out
* How to protect your kids' inheritance from lawsuits and divorce
Design Your Estate Plan:If
we mutually decide to work together, we will then begin designing your
estate plan the right away so that you and your family will be
protected. Some of our new clients wish to schedule a second meeting to
design their plan; however, after learning about the dangers of not
having an estate plan, how to avoid estate taxes and our Child
Protection Plan, most of our clients want to get a plan in place as
quickly as possible. Designing your plan occurs in two phases. First,
you will choose the 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.
Reviewing Your Estate Plan:Once
your plan has been designed, we will schedule a telephonic meeting to
review your estate plan. This will typically be two to four weeks
(depending on your schedule) after the first meeting. The purpose of
this meeting is to make sure that the plan that we designed reflects
your desires and wishes. We will perform a thorough review of your
documents and make sure that we answer all of your questions. The
review process takes about two hours.
Signing Ceremony:
Once your plan is complete, we will schedule a meeting 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
most estate planning firms, the relationship with your attorney ends
when you sign your documents. At Kinsey Law Group, P.C., we view the
signing of your estate planning documents as the beginning of our
relationship with you and your family.
To
learn more about how we can help you, please feel free to explore this
website and our blog.
Use the "Contact Us" link above to send us any questions you may have
or to
make an appointment.
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