Estate planning is a process where you create a safety net to protect your family, your assets, and yourself from life’s unexpected events.
At Ogborne Law, we believe that effective estate planning addresses a wide variety of issues to protect what really matters to you.
Why Does Estate Planning Matter?
Estate planning is like car insurance – you need to have it before you need to use it.
When you have an estate plan in place, you’re giving your family the best possible tools to help them figure out what to do after you’ve passed away.
It removes the burden of dealing with complicated legal issues while coping with the pain of loss or of having to make difficult decisions.
Completing an estate plan with Ogborne Law creates a powerful tool that allows your family to competently handle what lies ahead without adding to their emotional strain.
Ogborne Law Estate Planning
Whether your situation is simple or complex, Ogborne Law focuses on understanding the unique needs of you and your family to ensure that your estate plan is comprehensive.
Step 1 – Assess We begin with an initial evaluation where we learn about your family dynamics and the key relationships that must be considered. We evaluate your assets and make sure that we have a comprehensive understanding of what you have and how it’s held. And of course, we spend the time to learn about your goals and concerns.
Step 2 – Plan Once we have the initial assessment with you, we get to work!
During this step we will build out an estate plan that is structured to take into account your primary goals and concerns as it relates to your family, your assets, and your care.
Step 3 – Review After the plan is built, we sit down with you to discuss your plan. Because it is your estate plan and it’s important that it reflects your ultimate wishes, we take the time to educate you on the plan and make sure that you understand each piece of it.
During this step we’ll also address any changes that need to be made to ensure that it reflects any new events or additional considerations you may have had after our initial meeting.
Step 4 – Implement This is the final step of the estate planning process where we will complete a review of the final documents for you and have you sign them.
And because we understand that the estate plan also exists to help your family in the future, we’re glad to meet with any member of your family to help them understand the scope and limits of each document so they have a comfortable understanding.
Annual Check-up Many things can change in a year and your estate plan needs to reflect these changes in your life. That’s why we recommend an annual check-up of your estate plan to make sure that nothing has significantly changed that will impact the effectiveness of the plan that has been put together.
You don’t want your family to get an unexpected surprise that could be avoided with an easy check-up.
Start Your Estate Plan Today
No one knows when tragedy is going to strike.
Don’t wait until it’s too late to do anything about it.
An investment in estate planning today will save your loved ones time, money, and emotional pain later.
Let us show you how we can build an effective estate plan that will protect you, your family, and your assets from life’s unexpected events.
Estate Planning Request
If you’re ready to start your consultation with Ogborne Law, visit our Estate Planning Consultation request page.