New Clients

An Overview of the Legacy Planning Process

• Step One: The Initial Interview (Approximately 2 Hours)
       The initial interview is intended to provide all members of the estate planning team with the opportunity to meet together to discuss the benefits of planning and the available options. At the conclusion of this meeting, Galbraith Associates will make a recommendation about your planning needs and quote a flat fee for design, implementing and strategically-funding the proposed plan.

• Step Two: The Design Meeting (Approximately 3 Hours)
       During the design meeting, specific planning options are presented in a logical and orderly fashion, and the plan is diagramed in detail for future reference. Galbraith Associates will provide a checklist to enable you to further customize your plan with letters of instruction to trustees, guardians and/or health care representative. We also discuss and determine how to properly retitle your assets, we review legal funding issues, and we follow up on financial concerns and issues identified during our initial meeting.

• Step Three: Implementation Meeting (Approximately 1.5 Hours)
       Comprehensive planning documents are lengthy and must contain technical-legal language. To promote understanding, the attorney will meet with you to review the estate plan. Additionally, you execute the forms and documentation necessary to "fund" your estate plan.

Planning Tools

     To help us prepare for your consultation, we would like to provide you the opportunity to complete our Confidential Estate Planning Questionnaire, our Estate Planning Objectives, and Is Your Estate Plan Up-To-Date?  worksheets. These worksheets are meant to provide you with and idea of what to expect at your first meeting and to give our attorneys an idea of your estate planning goals. It is not necessary that the worksheets be completed in entirety before the meeting, but we do ask that you bring them with you to the consultation.

You must have Acrobat^® Reader™ installed on your computer to view the planning worksheets. You may download it for free at www.adobe.com. If you are not able to access the planning worksheets, please call our office at 317.578.1400 (in Indiana) or 239.593.0996 (in Florida) to request a copy of the documents.