Our Process
1. Contact
Congratulations! You embraced the most challenging step in the planning process – reaching out to begin. From here, Tupper Butler Law navigates the process for you with questions and worksheets to help you personalize your plan as efficiently as possible.
2. Initial Interview
No commitment! Bring nothing.
Our goal is to spend 15 to 30 minutes getting to know you and your planning priorities during the free Initial Interview. We also will describe our process in greater detail and answer any of your questions. After the Initial Interview, if we are the right fit, we will schedule the Comprehensive Consultation (usually within the next two weeks) and equip you with helpful tools to begin the planning process.
3. Comprehensive Consultation
The Comprehensive Consultation is a personalized meeting where we give an in-depth analysis of your planning options that meet your goals. With the information you provide us before the meeting, we can offer expert guidance for preparing a plan that fits your family’s priorities and budget. For individuals with long-term care needs, we will review options for preserving your legacy and ways to maximize benefits, so you receive the best care and quality of life. We also review the steps you need to take to ensure your plan is successful. Then we schedule the Design Meeting to bring your plan to fruition.
For the legal analysis we provide during the Comprehensive Consultation, we require a prepaid fee of $300, which then credits the fee for any planning package you select.
4. Design Meeting
During the Design Meeting, we walk you through a comprehensive, customized interview to confirm your choices related to your property, finances, health decisions, and more. But do not worry: nothing we discuss in the Design Meeting will come as a surprise. We will prepare you for the meeting with written questions for consideration to help you make decisions. The Design Meeting usually lasts about one to two hours, but we never conclude the design process until you are fully confident in your choices and understand the scope of your plan. With the design complete, we set a time to review your draft planning documents.
5. Draft Review
While many estate planning and elder law attorneys move from designing your plan directly to a signing ceremony, Tupper Butler Law schedules an interim meeting before the signing meeting for a Draft Review. This meeting allows ample time for us to review the documents with you, ensure we reflect your wishes and answer any questions you may have without the added pressure of signing immediately. Our goal is to maximize your confidence in your plan as a true reflection of your priorities, healthcare decisions, and preservation of assets to give you and your family the peace of mind you deserve.
6. Signing Meeting
At Tupper Butler Law, Michelle takes care of you and your family because she understands the power of planning to protect the future of your family.
Talk to Us
Discover the power of planning.
Have additional questions? Ready to schedule a free discussion regarding your planning concerns? Complete the form below, send us an email, or give us a call (or text). We are ready to help.
[email protected] | (502) 631-1488
