What are the 4 parts to a great estate plan?
Hi. I’m Gary DeWitt, the owner of DeWitt Law Firm.
We do estate planning. We do it well. We make it as fast, simple, affordable, and painless as possible.
If you have questions about estate planning or probate, you can setup a time to talk by going to plan with Gary dot com.
Great estate planning is more than just creating a stack of documents.
Great estate planning is a process that I divide into 4 parts.
Part 1 is actively listening. Active listening is more than just taking notes and nodding your head. It means listening to what you are saying and asking probing questions to uncover your goals and needs. It includes asking clarifying questions.
Part 2 is advice. Sound advice on financial matters and legal matters can make the difference between an okay plan and a great plan.
Part 3 is coaching. You need coaching and advice on the best way to handle your assets and affairs. Coaching means working with you to arrange assets and affairs.
Part 4 is the documents. The documents, while important, wouldn’t be as good without the first 3 parts. The right peer-reviewed documents can make the difference between a rock-solid plan, an okay plan, and a plan that fails.
If you have any questions on estate planning or probate or want to chat, you can setup a time to talk to us by going to plan with Gary dot com.
Planning prevents problems.
Planning promotes peace of mind.