Here’s how you can get started with Life Seasons Estate Planning:
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Life & Legacy Planning Session®:
We begin with a Life & Legacy Planning Session® designed to learn about the people you wish to protect and to organize your financial information. This Session helps you gain clarity and peace of mind about your current and future estate planning needs.
- During the Life & Legacy Planning Session® we focus on creating a plan that simplifies the administration of your estate, reducing potential stress and confusion for your family.
- In the Planning Session, we explore strategies to secure your legacy of love and financial security for your family.
- This includes identifying the best approaches to preserve your assets and ensuring they are distributed according to your wishes.
Clarity
SCHEDULE TODAY
Schedule your first Life & Legacy Planning Session® with Susan Kirkpatrick today.
Your Planning Session Investment and Discounts
Our one-hour Life & Legacy Planning Session® is $750. However, if you complete the required homework documents before your appointment and sign a Commitment Agreement, the $750 Planning Session fee will be waived. In addition, you will receive $250 off the estate planning package you choose.
- Your homework involves gathering and completing the required documents needed for your first Planning Session to begin the estate planning process. The homework will be sent to you directly after you schedule.
- The Commitment Agreement confirms your intention to retain our firm to prepare your estate plan.
If you attend your appointment without completing the required homework documents and signing the Commitment Agreement, the Planning Session fee will be $750. Should you decide to move forward with our firm during your appointment, you will still receive the $250 discount on your selected plan; however, the $750 Planning Session fee will not be waived.
If you have any questions please do not hesitate to call our office.
Dedication
Booking Your Planning Session & Next Steps:
To ensure you have adequate time to gather the information needed for your first Life & Legacy Planning Session®, appointments are available beginning two weeks from the date you schedule. This two-week preparation period allows you time to complete the required homework documents before your meeting.
After scheduling your Planning Session appointment, you will promptly receive an email containing a link to the homework documents and the Commitment Agreement. Please complete these documents before your appointment and bring any requested information with you to your meeting.
If you have any questions or would prefer to schedule your Planning Session by phone, please do not hesitate to contact our office.
We are happy to assist you and look forward to supporting you throughout the estate planning process.
Office Phone: (360) 539-3388
Office Hours: 9:00 a.m. – 4:00 p.m., Monday–Friday
Guidance
Prior to your Life & Legacy Planning Session® at Life Seasons Estate Planning,
here are important steps to take:
- The Planning Session Homework will help you organize your thoughts and provide necessary details about your legal and financial situation so we can begin the estate planning process.
- Please complete and return your Planning Session Homework to our office at least 3 days before your scheduled session.
- If you complete the required homework documents before your appointment the $750 Planning Session fee will be waived. In addition, you will receive $250 off the estate planning package you choose.
However, If you attend your appointment without completing the required homework documents the Planning Session fee will be $750. Should you decide to move forward with our firm during your appointment, you will still receive the $250 discount on your selected plan; however, the $750 Planning Session fee will not be waived.
This fee reflects the time reserved, information discussed, and the personalized guidance provided during the Life and Legacy Planning session.
- Please call our office if you have questions regarding your Homework, we are happy to guide you through the process.
- If you already have estate planning documents in place, please ensure that we have copies in our office at least a week before your Planning Session.
- This allows our team to review your current documents thoroughly before meeting with you. Understanding your existing plans helps us provide informed guidance and tailor recommendations during your session.
- If you encounter any difficulties or have questions while completing your Planning Session Homework, feel free to contact our office at (360) 539-3388 during business hours.
WHAT TO EXPECT
On the day of your Life & Legacy Planning Session® at Life Seasons Estate Planning, here’s what you can expect:
- Duration and Focus:
- Plan to spend up to 1 hour with your attorney, Susan. This time is dedicated to focusing entirely on you and your family’s needs.
- Objectives of the Session:
- Financial Organization: Susan will guide you through organizing your financial assets and resources more clearly than ever before. This step aims to provide you with a comprehensive understanding of what you have and what you need.
- Simplifying for Loved Ones: The Session will also clarify how to streamline the process for your loved ones after your passing. The goal is to avoid leaving behind complications or uncertainty for those you care about.
- Reviewing Current Plans:
- We will review your current estate planning documents, if any, or discuss the default provisions that would apply under state laws if you do not have a plan in place.
- This review helps identify any discrepancies between your wishes and what would occur without proper planning.
- Customizing Your Plan:
- Based on your preferences and objectives discussed during the session, We will assist you in crafting a customized plan. This plan ensures that your wishes for asset distribution, guardianship, and other critical matters are clearly documented and legally binding.
- You will choose the plan that best fits your needs and budget, with the total fee depending on the complexity of the plan you select. We provide transparent, flat-fee pricing for all estate planning services, so you will know the full cost of your plan upfront. There are no hidden fees or unexpected charges at the end.
- Peace of Mind:
- The ultimate goal of the Life & Legacy Planning Session® is to provide you with peace of mind. By the end of the session, you should feel confident that your family will be cared for according to your wishes.
At Life Seasons Estate Planning, we are committed to guiding you through the estate planning process with
empathy, clarity, and thoroughness.