Estate planning can feel overwhelming, but it doesn’t have to be.
Our LifePlan Process™ walks you through each step with personalized guidance, so you can feel confident and secure about your family’s future.
Planning your estate doesn’t need to be confusing or stressful. The LifePlan Process™ is our proven step-by-step approach that simplifies complex decisions, ensures nothing is overlooked, and gives you confidence that your family and assets are fully protected. We’ll guide you through every stage — from your first phone call to the day your custom plan is complete.
Your first step is simple: A brief call with one of our team members. We’ll listen carefully to understand your concerns, explain how our process works, and schedule your Vision Meeting with the attorney if we’re a good fit for your needs. Our Pre-Consultation Guide is a helpful resource to let you know what you can expect when working with us.
In this meeting, you’ll sit down with your attorney to share your family story, assets, and estate planning goals. We’ll educate you on your options, recommend an initial strategy, and outline any potential issues to address. Please complete your personal information packet required for the vision meeting.
Here’s where we work together to craft your custom plan. You’ll meet with your attorney to fine-tune the details based on your unique family situation.
Note: In some cases, the Vision and Design Meetings can be combined into one meeting.
Once your Estate Plan is prepared, you’ll meet with your attorney (in office or by Zoom) to review the drafts together. Every document will be explained in plain language so you fully understand how your plan works. You’ll have the opportunity to ask questions or make changes.
When everything is finalized, you’ll meet in person to sign your estate plan documents. HighPoint Law Offices provides all required witnesses and a notary.
We will present your complete Estate Planning Portfolio with your original and supplemental documents. We’ll walk you through how it’s organized and provide clear instructions for how to store and maintain your documents going forward.
We include additional services to ensure your plan stays current and fully funded, including:
Your first step is simple: A brief call with one of our team members. We’ll listen carefully to understand your concerns, explain how our process works, and schedule your Vision Meeting with the attorney if we’re a good fit for your needs.
Here’s where we work together to craft your custom plan. You’ll meet with your attorney to fine-tune the details based on your unique family situation. After this meeting, your attorney will begin drafting your personalized estate plan documents.
Note: In some cases, the Vision and Design Meetings can be combined into one meeting.
If applicable, we offer additional services to ensure your plan stays current and fully funded, including:
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If you have any questions, contact our office for assistance.