What is LifeCounsel®?

LifeCounsel® is a four-part system to ensure that your estate plan meets your unique goals and prioritizes your unique concerns. Step one is knowledge. Because knowledge is power, in step one we provide you real life practical information about what can be done with proper estate planning. Step two is Goals and Concerns. Our unique interview and assessment process is designed to help you discover your own priorities. Because every client is different, every plan is different. We find out what your personal goals and concerns are for your unique family situation. Step three is Design. During step two you shared with us your goals and concerns. In step three we match your goals and concerns with the legal documents and estate planning techniques most suited to accomplish those goals and protect against those concerns according to your personal priorities. Together we design a plan using legal documents, such as irrevocable asset protection trusts, revocable living trusts, pour over wills, advanced directives for health care, living wills, care agreements, deeds, wills, combined as necessary and customized with your specific instructions and our custom legal clauses and techniques. The final step is Follow-Through and free Periodic-Review. At no additional cost, your trust is funded, your assets are aligned with your plan. We make it easy and inexpensive to keep your plan up to date with free scheduled maintenance meetings, and consults, and free and reduced rate updates and amendments. That’s LifeCounsel®