Securing Your Legacy With A Step-By-Step Plan

The tangible outcome of an estate plan are legal documents. However, legal documents that are not aligned with your values and goals are useless. And could even create results that go against your wishes or damage your family relationships. Our process is designed to understand the values and issues that motivate you in life and then work with you to create and implement a customized estate plan that supports your unique goals.

Prior to the First Meeting

We ask that you attend our complimentary Intro to Estate Planning webinar. By attending this virtual workshop, you will develop a better understanding of what goes into an estate plan and feel better prepared to work together with our legacy planning team. We offer this webinar twice per month online via Zoom. During the session, you’ll have the opportunity to ask questions and discuss the estate planning process with Joanna.
After you’ve attended the workshop, we’ll schedule your free, private estate planning consultation. If you already have an estate plan that you would like to update, we will ask you to share those documents with us at this time.
If you would like to schedule a consultation without first attending the webinar, please contact our team for more information.

Prior to the First Meeting

We ask that you attend our complimentary Intro to Estate Planning webinar. By attending this virtual workshop, you will develop a better understanding of what goes into an estate plan and feel better prepared to work together with our legacy planning team. We offer this webinar twice per month online via Zoom. During the session, you’ll have the opportunity to ask questions and discuss the estate planning process with Joanna.
After you’ve attended the workshop, we’ll schedule your free, private estate planning consultation. If you already have an estate plan that you would like to update, we will ask you to share those documents with us at this time.
If you would like to schedule a consultation without first attending the webinar, please contact our team for more information.

Consultation Meeting

Your goals and values are the most important element of your estate plan. Our first conversation will center around your goals and values, which will shape our planning together. We will review your answers to the Estate Planning Consultation questionnaire, develop your goals and discuss the strategies for how we might achieve your goals.
If you have attended one of our workshops, the consultation meeting is complimentary. If you prefer to jump in and meet with us without attending a workshop, we charge $395 for the consultation meeting. If you decide to hire us to prepare your plan, we will apply this payment to your total cost.

Proposal

After we review all of the information you have shared with us, we will send you a proposal outlining the basic estate plan structure we recommend. The proposal will include a fee and a letter of engagement to hire us. We will ask you to pay a deposit of 50% of the fee after signing the letter of engagement.
We typically charge a flat fee for our estate planning services so you know exactly how much your bill will be at the end. We cannot quote a fee until after the consultation meeting because each plan will be unique.

Proposal

After we review all of the information you have shared with us, we will send you a proposal outlining the basic estate plan structure we recommend. The proposal will include a fee and a letter of engagement to hire us. We will ask you to pay a deposit of 50% of the fee after signing the letter of engagement.
We typically charge a flat fee for our estate planning services so you know exactly how much your bill will be at the end. We cannot quote a fee until after the consultation meeting because each plan will be unique.

Preparing your plan

We will begin drafting documents to support your estate planning goals. Depending on your circumstances, we may need to schedule another consultation meeting or send you follow-up questions for clarification. While we are working on your documents, we will also send you some additional homework to further develop your plan. The tasks we assign will vary depending on your circumstances.

Reviewing your important summary information

Once we have created a draft of your customized estate planning documents, we will send you a summary sheet identifying the individuals and charities named in your plan and a summary of the key provisions for you to review for accuracy.

Reviewing your important summary information

Once we have created a draft of your customized estate planning documents, we will send you a summary sheet identifying the individuals and charities named in your plan and a summary of the key provisions for you to review for accuracy.

Finalizing your plan

We will make any necessary adjustments to the plan and documents based on your feedback of the summary and prepare final documents for you to sign. We will schedule a signing meeting with our notary to execute the final documents to make them official and legally binding. We will ask you to pay the final portion of the estate planning fee before you sign the final documents.

Funding your plan

Once your estate plan is created, we must ensure that your assets are properly transferred to the new plan. We will walk you through our specific recommendations and can provide you with assistance on implementing those recommendations.
We will discuss how to communicate your plan to your beneficiaries and decision makers. If desired, we will invite your beneficiaries and decision makers to the funding meeting to facilitate a conversation and help you answer questions. This will enable you to feel more confident that your plan will operate smoothly.
Finally, you will receive your original signed documents in a portfolio along with printed and electronic copies of your documents for safekeeping. You will leave with a roadmap for next steps and actions you will need to take to finalize your plan.

Funding your plan

Once your estate plan is created, we must ensure that your assets are properly transferred to the new plan. We will walk you through our specific recommendations and can provide you with assistance on implementing those recommendations.
We will discuss how to communicate your plan to your beneficiaries and decision makers. If desired, we will invite your beneficiaries and decision makers to the funding meeting to facilitate a conversation and help you answer questions. This will enable you to feel more confident that your plan will operate smoothly.
Finally, you will receive your original signed documents in a portfolio along with printed and electronic copies of your documents for safekeeping. You will leave with a roadmap for next steps and actions you will need to take to finalize your plan.

Ongoing Support and Updates

When we create an estate plan, we are planning for an unknown future. We hope our plan will not need to be used for years to come. Many things will change over that time period. Family and friends come and go. Relationships change. The law is constantly in motion. Those changes can impact how well your plan works. By regularly reviewing your plan to ensure the documents continue to support your goals, we can help ensure your plan stays as relevant as the first day we set it up. All of our estate plans include six months of support at no additional charge.

Ongoing Support and Updates

When we create an estate plan, we are planning for an unknown future. We hope our plan will not need to be used for years to come. Many things will change over that time period. Family and friends come and go. Relationships change. The law is constantly in motion. Those changes can impact how well your plan works. By regularly reviewing your plan to ensure the documents continue to support your goals, we can help ensure your plan stays as relevant as the first day we set it up. You can elect to arrange for regular check-ins with us or reach out when you are ready to review.

Ongoing Support and Updates

When we create an estate plan, we are planning for an unknown future. We hope our plan will not need to be used for years to come. Many things will change over that time period. Family and friends come and go. Relationships change. The law is constantly in motion. Those changes can impact how well your plan works. By regularly reviewing your plan to ensure the documents continue to support your goals, we can help ensure your plan stays as relevant as the first day we set it up. You can elect to arrange for regular check-ins with us or reach out when you are ready to review.

Ready to get started?

Sign up for our complimentary Intro To Estate Planning webinar.

After you’ve attended the virtual workshop, we’ll schedule your free, private estate planning consultation with Joanna.

Upcoming Webinar Dates

Learn More

About Us
Our Process
Contact Us
Blog
Disclaimer

Contact Us

1888 Kalakaua Ave, Suite 312
Honolulu, HI 96815
808-557-7871

© 2024 3FG Law, LLLC. All Rights Reserved.
Web Design by Alchemy Wealth Marketing
Disclaimer

Learn More

About Us
Our Process
Contact Us
Blog

Contact Us

  • 1888 Kalakaua Ave, Suite 312
  • Honolulu, HI 96815
  • 808-557-7871
© 2024 3FG Law, LLLC. All Rights Reserved.
Web Design by Alchemy Wealth Marketing

Disclaimer

3FG Law (“3FG Law”, “we”, or “us”), has prepared this website to present only general information. This website is not intended as legal advice, nor should you consider it as such. You should not act, or decline to act, based upon the contents of this website. While we try to make sure that the information on our website is complete and accurate, laws can change quickly. You should always formally engage a lawyer of your choosing before taking actions which have legal consequences.
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