The Knapp Law Firm LLC

Description

If you would like to learn more about how the diagram below can help you broaden and achieve your estate planning goals, please consider reserving seats for The Truth About Estate PlanningTM Workshop. Our Partners in Trust estateTM planning process is summarized below the diagram, and further explained at the Counselling Choices Consultation.TM The Partners in Trust Process: Common Sense and Uncommon Results in Estate PlanningTM Common sense requires that we give prospective clients several options, while explaining that uncommon results are achieved only by following an ongoing planning process. The Knapp Law Firm does offer traditional or transactional “let ’s write a Will ” planning. However, we recommend that you consider the several options afforded by our Partners in TrustTM process, developed over the past decade based on a study of 18,000 estate plans. The process itself is constantly refined based on our ongoing affiliation with estate planning colleagues who have more than 20,000 years of collective experience. 1. The Truth About Estate Planning ™ Workshop Offered twice a year to a minimum of twelve attendess who prefer a no cost, no obligation educational program, this three-hour Workshop compares the fee ranges and typical results associated with different estate planning approaches. We touch upon retirement plans, Medicaid, long term care, incapacity, insurance, asset protection, bloodline protection and income, capital gain and estate taxes. This is an opportunity to learn from the questions of other attendees, and to have your own questions answered. Workshop attendees can proceed to a Consultation (#2 below) without cost or obligation, provided they meet with Mr. Knapp within thirty days. 2. Counselling Choices Consultation ™ If you prefer complete privacy and prompt, personalized attention, you may bypass the small group Workshop and begin with a two-hour private Consultation. Mr. Knapp will review your Confidential Information Form, summarize the Workshop materials, answer your personal questions, and recommend how to proceed. A fee of $500 is due at the Consultation. This fee is credited in full toward any estate planning work you retain The Knapp Law Firm for within thirty days of the Consultation. 3. Discovery & Design Dialogue ™ Upon reviewing and signing a retainer agreement, you will begin to work with Mr. Knapp to co-create your Partners in TrustTM estate plan. After approximately three hours, we will each have a copy of a multi-page design template that we have co-created on our electric writing Panaboard. This will give you a clear understanding of your plan. The Panaboard diagram also enables Mr. Knapp to begin drafting your plan. We are usually able to accommodate clients who seek to combine the Consultation and Design in one day. 4. Signing & Security SessionTM We can usually prepare your plan for review and Signing within one week of your complete answers to our Design questions. With your consent, we will proceed to discuss any concerns for your financial security, with the participation of your trusted financial advisor, or one of your choosing. 5.

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