1. Contact us to schedule an Inheritance Planning Conference (IPC)
2. We will send you a preconference package to prepare you
3. Complete your Family Inventory worksheet and return to us prior to our conference
4. Attend the IPC (about 2 hours) and determine if one of our planning strategies has value to you.
5. Engage our services and we will design the plan that fits your needs during the IPC
6. In about 4 weeks after the IPC we will have your plan ready for you to sign.
7. After signing, we will help you implement the plan
8. You have 90 days after signing to make changes at no additional cost to you
9. We will have a Family Meeting. at your direction, with no additional cost to you.
10. We review your plan with you ever 3 years to make sure your plan continues to meet your needs
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