Our Process

One of the things that sets us apart from other firms is our estate planning process. Unlike other firms that meet their clients once or twice at most, we typically follow a 4 step meeting process (outlined below).

Our process ensures that we take the time to get to know you, listen to your concerns, understand your needs, and make a recommendation based on what best suits your family. Each time we interact, our goal is to move one step closer to completing your estate plan. We want to ensure that the process is easy and painless: we hold your hand through each step and by the end of it have a completed product to show for it.

Initial Meeting
The process starts with an initial consultation. This first meeting is a great time for us to get to know each other. We will ask you to fill out our client questionnaire and submit it to us prior to our meeting. We will use the questionnaire to discuss your concerns and questions. We will also discuss in detail our process and how we work with clients. This is a good time for both you and us to determine if we are a good fit to work together.
Design Meeting
The goal of the design meeting is to dive into the details of your particular plan. We will discuss various options regarding distribution of your assets, who will make financial decisions for you after you pass or become incapacitated, who will advocate for your medical needs, who will care for your children, etc. We will give you various choices and make recommendations based on your particular situation. At the end of the meeting we’ll have a clear blue print which we can use to draft your documents.
Review Meeting
In between the design meeting and the review meeting, we will prepare the first draft of your documents. During our review meeting, we will go over all the documents in detail and explain when and how each document will be used. Our goal for the review meeting is to ensure that you understand each component of your plan and agree with everything before signing. You will also have the opportunity to make changes. Based on your feedback during the review meeting, we’ll make the necessary revisions and send them to you for a final review.
Signing Meeting
After the documents are finalized, we’ll meet in person to sign and notarize all the documents. After the documents are signed and notarized, we’ll provide you your original documents in a beautiful binder, and send you electronic copies. At the signing meeting, we will also discuss how to “fund” your trust, i.e. transfer your assets into the trust. If you need more hands-on help with the funding process, our trained staff members can walk you step by step through this process, like sending letters to financial institutions, helping to transfer your corporate shares into your trust, etc. If you own real estate, we will send your original deeds to the County Recorder’s office via a courier service to ensure that your deeds are properly recorded. Once the deeds are processed by the County Recorder, you will receive the originals back in the mail.
Followup Meetings
Our relationship does not end when we finish your estate plan. At a minimum, we will follow up with you every 3 years to provide a complementary review of your documents. We want to stay in touch with our clients, and make sure the estate plan they have in place still resonates with their financial and personal life. We also offer a VIP membership to certain clients who wish to review their documents on a more frequent basis. We have an open door policy with our clients, and are always here to answer their questions, whether related to estate planning or otherwise.

Our Process

Initial Meeting

Design Meeting

Review Meeting

Signing Meeting

Followup Meetings

Contact Us

PHONE 818.956.9200

EMAIL info@lynklaw.com

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