Estate Planning Process

What to Expect the Day of Your   Family Vision Session

Our initial two-hour meeting has two purposes:

• To guide you to become more financially organized and clear than you ever have been before, so you can finally relax around what you have and what you need.
• Give you clarity on how to make things as easy as possible for your loved ones after you are gone. Because no one wants to leave a mess for the one’s they love.

By looking at what would happen under your current plan (or the State’s plan for you if you do not have a plan), you can identify what you would want to happen differently and then together with our guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
In the event that your Family Vision Session reveals specific ways you would want things to happen that are different than what would happen under your current plan or the State’s plan for you, we will design a plan to ensure everything goes as you choose.

Complete Your Vision Assessment

Before Your Session

The Vision Assessment is designed to help you focus on the important information and questions that are necessary to get your legal and financial house in order. Just fill in as much as you can and be sure to make an appointment with us to discuss your plan. We ask you to fill it out and return it to us at least three days in advance of our appointment so that we can have the most productive time together. Contact our office for access to your Vision Assessment worksheet.

Or you can fill it out online! Email us today and ask for your secure link to the online Vision Assessment.

We’re here to help.

You may download your assessment materials using the link above. If you do not have a way to print the assessment, please call and we will print it for you. When it is finished, you are welcome to drop your Assessment by the office or drop it in the mail – or even email it to us. Feel free to call the office at 931-363-7222 at any time if you need assistance completing your worksheet or have any questions at all. If you have existing estate planning documents or prior Will or Trust documents, please make sure that we have those documents in our office at least a week before your first meeting so that we can review them prior our meeting with you.