Making an estate plan is a big and important step; a step that no one should take without being informed. Our free estate planning seminars will give you the knowledge you need to help secure your legacy and provide a solid financial future for those you love.
Legacy Strategy Consultation Plan design with Attorney
Discuss your personal and family situation and goals
Confirm deadlines and meeting dates
Asset Review Meeting
Bring asset information and account statements
Identify if additional asset information is needed
Initiate conversation about funding of estate plan
Estate Plan Confirmation Meeting
Reconfirm plan choices and family information
Comprehensive explanation of the estate plan drafted by Attorney
Estate & Financial Plan Alignment Meeting
Review coordination of finances and estate plan
Align investments and assets with planning goals
Opportunity for adjustments before signing the estate plan and moving assets
Estate Plan Signing Celebration Meeting
Documents reviewed, signed, witnessed and notarized
Review and sign funding forms and discuss next steps
Estate Plan Delivery & Legacy Protection Program Orientation Meeting
Presentation of comprehensive estate planning binder
Provide overview of the benefits of the complimentary Legacy Protection Plan membership
Legacy Protection Program
Stivers Law's Commitment to Your Family's Future
Stivers Law is an educational law firm at its core. We are not merely document preparers or paper pushers. Rather, we provide wealth planning services to our clients and continue to provide ongoing support and education throughout our clients’ lifetimes.
Here's What Our Clients Think About Working With Us
"Legal expertise and dedication are truly commendable"
I must say, Justin’s legal expertise and dedication are truly commendable. He demonstrated exceptional professionalism and commitment to achieving the best possible outcome.I would highly recommend his legal services to any individual seeking a reliable and proficient…
"An outstanding firm, that genuinely cares about you."
Stivers Law is an outstanding firm, that genuinely cares about you and your case. They guide you and explain the process to make it easier for you. You can expect excellent service from Justin and his team. In general exceptional customer care and amazing communication.
"Highly recommend Justin for any estate planning"
Justin took a lot of time getting to know what mattered most to me and my wife when took steps to formulate an estate plan. He was available for any questions and broke everything down so we could easily understand the process. Highly recommend Justin for any estate planning…
"I highly recommend Justin's services."
The Probate Law Firm is an excellent firm, I highly recommend Justin’s services. Choosing the right lawyer to handle a family matter was important to us. His knowledge and professional advice. He is compassionate towards your needs during difficult times yet firmly defends and…