Explain how simple and efficient the planning process can be for them:
Many of us lead busy lives, and it is difficult to make time for everything.
Yet we manage to make time for the things that matter to us. It also helps
if we understand the process, because an efficient use of time is of paramount
concern when we determine what we are going to make time for this week.
That being stated, many folks do not understand how easy the estate planning
process can be for them. For basic estate plans, there are essentially
3 important meetings each of which will last an hour or less (unless you
want them to last longer). The first is the initial consultation, the
second is the customization meeting, and the third is the review/signing meeting.
In the first meeting, we are determining what plan makes the most sense
as everyone is different and even folks with simple plans often have different
wishes than others. In the second meeting, we are educating and reviewing
options to customize the plan so it meets the objectives of the client.
In the third meeting, we are reviewing the documents and signing them.
Ultimately, this is around 3 hours of total time spent by the client spread
out to accommodate their tight schedule.
In our third post in this series, we will delve into the second strategy
of explaining to your children what will happen if they don’t do
Do you, or someone you love, need to get an Estate Plan started? Reach
out to us for help at (203) 651-5521 or use our online contact form