HOW TO GET STARTED
By now you have seen that we are different than your typical lawyer and because you love your family and want to keep them out of court and out of conflict when something happens to you, you are ready to take the first steps to get a plan in place.
You know your family deserves the kind of protection, guidance and love we provide for a lifetime.
Now, as you get started, it is important that you know how we work because we do things a bit differently here than at other law firms.
WHAT TO EXPECT
On the day of your meeting, please expect to spend up to two hours with us.
We have two goals at our meeting together:
1. Identify whether there is a good fit between you and us.
2. Educate you about what would happen today if something happened to you so that you know how you can design a different plan if desired.
By looking at what would happen under your current plan, you can identify what you would want to happen differently. Then together with our guidance you can make the decisions necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of court and out of conflict when something happens to you.
WHAT HAPPENDS NEXT
Once we have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection.
We will then schedule your Signing Ceremony for about a month later where you can sign your complete estate plan.
At your Signing Ceremony we have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm.
WHAT HAPPENS WHEN I TAKE MY ESTATE PLANNING BINDER HOME?
After you take your estate planning binder home with you, the maintenance phase of your plan will begin.
At no additional charge we will review your plan at least every three years and keep you informed about changes in the law and other issues that affect your family and your wealth.
If you participate in our Compass Rose Membership Program, you will have an opportunity to review your plan every single year and enjoy a host of other amazing benefits like discounted or complimentary updates to your estate plan, and so much more.
Call (605) 721-3958 now to schedule your no-obligation consultation with the South Dakota estate planning attorney at
Compass Rose Law Firm.