The Steps to Great Estate Planning

Creating a great estate plan is a process, not an event.  I have a 5-step system.  More on that in just a moment.

Hi.  I’m Gary DeWitt, the owner of DeWitt Law Firm.

We do estate planning.  We do it well.  We make it as fast, simple, affordable, and painless as possible.

If you have questions about estate planning or probate, you can setup a time to talk by going to plan with Gary dot com.

Before law school, I had a computer programming career.  In that career you learn that mistakes and errors are easier to correct early in the process that late in a project. Changes and corrections are cheaper, easier, and faster to correct in the beginning that at the end.

The proper system catches mistakes early and gets them corrected now, not later.

The proper system simplifies the work you have to do.  I do the hard part.

Step 1 is to have an initial meeting in person, over the phone, or via zoom.  At this meeting I will actively listen to you and get your goals and needs out on the table.

Step 2 is for you to fill in the information I need to create a plan summary in the comfort of your own home.  You’ll then return that to me.

In step 3, I create a summary of the people and their roles.  This summary is sent to you.  You have the chance at this point to make sure names are spelled right and the correct people are in the roles you wanted.

Step 4, I create a summary of the plan and present it to you.  This summary is a basic outline of the plan.  Again, you have the chance to review and make sure it is what you wanted before the next step.

Step 5, I create the final documents and we have a signing and advising meeting.  At this meeting I answer questions, we sign the documents, and give you any last minute advice or coaching needed.

If you have any questions on estate planning or probate or want to chat, you can setup a time to talk to us by going to plan with Gary dot com.

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