You’ve worked hard to provide for yourself and your family. You and your family deserve the level of service, guidance, and protection that we provide through our proven Vision Method process.
By now, you’ve seen that our firm is something special. Part of how we’re able to provide exceptional service and develop comprehensive, custom-designed plans, is by following our unique Vision Method process. Having served thousands of clients in Wake County and the surrounding area, we have continuously refined our process to deliver the exceptional service we’re known for in an organized and efficient manner for our clients.
Case Assessment with a Client Welcome Specialist
Our process begins with a free case assessment with a member of our friendly Client Welcome Team. During the free case assessment, your Client Welcome Specialist will ask for some basic information about you and your goals to help determine whether we may be able to assist you and if so, the best way to get started.
For estate administration and certain long-term care needs, we may recommend that you begin with a Strategy Session with one of our experienced attorneys. Your Client Welcome Specialist will let you know what information is needed in preparation for your Strategy Session.
For estate planning and asset protection planning, we will likely recommend scheduling a Vision Meeting. For Vision Meetings, we reserve up to 90 minutes on our calendar so we can focus entirely on you and your family during this time. Your Client Welcome Specialist will let you know what information is needed in preparation for your Vision Meeting.
Prior to Your Vision Meeting
In preparation for your meeting, your Client Welcome Specialist will email you a confirmation with important information such as directions and parking information.
About 3 days after scheduling your appointment, you will receive a folder of information in the mail that you’ll want to review prior to your Vision Meeting so you’ll know what to expect.
In order to help you get the most value out of the Vision Meeting, we ask you to complete and return a one-page Vision Meeting Form with a little bit of information about yourself, your family, and your finances. Don’t worry, it shouldn’t take more than 5-10 minutes to complete and we don’t ask for any sensitive information like dates of birth or account numbers. Please call us if you need assistance completing your Vision Meeting form or if you have any questions.
We use the information from your Vision Meeting Form to prepare applicable Vision Illustrations for your Vision Meeting to help you understand where you are today and potential risks to your or your family’s future from probate, taxes, or other threats.
Do you already have existing estate planning documents?
Please be sure to let your Client Welcome Specialist know this in advance of your meeting.
If you know that they are woefully out of date and don’t match your goals, then don’t sweat it. It’s probably not worth spending any of your valuable Vision Meeting time discussing your outdated plan. Instead, we’ll focus on what you want your plan to look like going forward.
If you’re not sure whether your plan is out of date, then we can complete an Estate Plan Rapid Review in advance of your Vision Meeting. Please provide us with your existing documents at least one week prior to your meeting (we’ll return them to you at your Vision Meeting). We’ll use our Estate Plan Rapid Review Checklist to give your documents a brief “30,000-foot” review for the most common issues we encounter with older documents or documents from another state. Please note that the Estate Plan Rapid Review is not intended as specific legal advice as it is completed prior to meeting with you and fully exploring your goals. If you are specifically seeking a legal opinion or analysis, then a more formal estate planning review can be conducted for a fee.
During Your Vision Meeting
The purpose of the Vision Meeting is to:
- Discuss the potential consequences of doing nothing
- Explore your goals
- Learn about the options we offer to help you achieve your goals.
During the Vision Meeting, we invest about 60-90 minutes learning more about you, your family, and your goals. We’ll start with some general discussion of your goals and we’ll ask you to share more with us about you and your family—including your hopes and fears for the future. Everything discussed during your Vision Meeting is strictly confidential and will not be shared outside our office without your permission.
We’ll review your Vision Illustrations to help you better understand where you are today and any potential risks to your or your family’s future from probate, taxes, or other threats so we can understand what steps are necessary to give you the peace of mind of knowing your family would be provided and cared for in the way you want if something happens to you.
We then use our unique Vision Explorer tool to dig deeper into and clarify your Vision—in other words, your goals for your and your family’s future, including how to make things as easy as possible for your loved ones after you’re gone—because no one wants to leave a mess for the ones they love.
Assuming that there is a good fit between you and our firm, we’ll explore potential planning options to meet those goals, including a conversation about the process and fees to implement such a plan. We have several different planning options to accommodate your needs and our fees are transparent, so there are no surprises.
At the conclusion of your Vision Meeting, we’ll schedule your Design Meeting and get you started with your Personal Planning Portfolio—an invaluable tool for you and your family, and walk you through next steps of exactly what to expect based on the type of planning we’ll be assisting you with.
Please know that the Vision Meeting is not a legal consultation for specific legal advice, nor do you need to already know who you want to serve as your ‘helpers’ in your plan or who your beneficiaries will be. That’s like going to the doctor and jumping straight to the prescription pad without doing a proper diagnosis first. Don’t worry, there will be plenty of time to answer your legal questions with your attorney at your Design Meeting and we’ll guide you through the process of selecting the appropriate ‘helpers’ and how to best protect your beneficiaries.
After meeting with us, Clients routinely say, “Wow, if I had known how easy this would be, I would have done it years ago!”
Call us at 919-443-3035 to get started.
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