Weese Law Firm was founded on the idea that estate planning is vital for everyone, regardless of age, family status, or net worth. In fact, we believe it is so important that we don’t require you to take a day of vacation to meet with us. We will even meet with you in the comfort of your own home, if you prefer.
No excuses. It’s time to move this from your “someday” column to your “yesterday” column.
Our estate plans are billed on a flat-fee basis, at competitive rates, so there are never surprises. We offer payment plans with annual reviews and optional services to tailor your plan exactly to your needs and objectives. Do you want your trust to provide the highest degree of financial protection for your descendants or simply avoid probate? Are your children taken care of in the event of a short-term emergency? Do you have the time and determination to fully fund your trust? No matter your answers, the ideal estate plan is at your fingertips.
Getting Started
Our initial meeting will be in the comfort of your home and will take place at a time convenient for you. At the consultation we will discuss your family, assets, and long-term plans; this information will help us to create an estate plan that addresses your specific needs, not one pulled from a template.
Our hope is that you will find our process as easy and transparent as possible. The first step is to schedule your appointment (by phone, email, or our calendar). Once your appointment is scheduled, you will receive our Estate Planning Snapshot, a document that is designed to complement our meeting instead of replacing it entirely. You must complete this Family Snapshot before we meet in order to be prepared. Our job is to walk you through the important decisions, but first you must think about the information contained in this Snapshot; if you don’t discuss the guardian of your children until we meet, you will not give that question enough consideration.
Our initial meeting usually takes about two hours. This meeting has several goals:
- To identify the most important objectives of your estate plan
- A review of what would happen if you died with your current plan (which might be no plan at all)
- A comprehensive discussion to determine the best Guardian for your children (if applicable)
- A plan tailored to address your objectives and unique issues