Personal Interview
Every plan starts with a face-to-face, personal interview. This is a very important part of the process that you don’t get online. Often times, goals come out during this interview that you might not otherwise think of.
It is also a time for spouses to begin communicating on a meaningful level about their wishes and desires for the future. We often assume we know what our spouse wants, but really don’t.
Printing and Binding
We print and bind every plan, saving you time and making sure that all of your important documents are in one place. We keep an electronic copy for at least 5 years, so if you lose anything, we can simply reprint your signed copy. All of our electronic storage is secure and backed up daily.
Filing Fees
Every plan includes the necessary filing fees for deeds and other documents. No hidden charges. If it is necessary, we will pay for any other filing fees out of our pocket.
Deed Creation
Every plan includes all of the deeds necessary for transferring your real estate into a trust. No hidden charges for deeds. We go to great lengths to make sure the deeds are correct and no future problems will arise.
Recording Deeds
We take the time to make sure all deeds are recorded properly with the correct authorities and departments. Once filed properly, the original will be scanned and saved. We will then send the printed, stamped original to you.
Formal Signing Ceremony
It is important that the documents are explained to you and you understand what you are signing. At every signing, we take the time to walk through the documents and answer your questions right then and there.
Witnesses Provided
Many of the documents need 2 witnesses not related to you by blood or mentioned in your estate plan. We provide independent witnesses. Some of the papers don’t require witnesses in Arkansas, but we have most everything witnessed by 2 people anyway. This extra step helps your documents be recognized in other states.
(note: I’ve seen documents done online, printed out, then not witnessed properly. This opens them up to later attack.)
Asset Transfers
If you want, we will handle all asset transfers to your trust. This makes sure that all of the papers are filled out properly and sent to the proper places.
Often times, people forget to update beneficiaries and it causes money to go to people they didn’t want it to go to. For example, many people after a divorce forget to change their life insurance beneficiary. Imagine their ex-spouse’s surprise when they get a check!
Plan Hand Crafted by a Professional
I hand craft each plan. An attorney does all the work, not a secretary or paralegal.
Personal Relationship
By using a local attorney, you have the chance to develop a lifelong personal relationship. Feel free to call us anytime. We are here to answer your questions and help you in any way we can.
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