This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
If you have heard about the Cain & Cain law firm, or our Estate Planners for Lifeprogram, you may already know that we take a different approach to estate planning. Before we even begin working with individuals and families on estate plans we take the time to provide education on important estate planning concepts and about our process of creating and maintaining personalized plans that really work. In addition, it is important for us to get to know individuals and families and fully understand their goals and concerns in all matters that may be related to their estate plans. After this mutual learning occurs we will mutually decide whether or not to move forward into the first step of creating an estate plan.
Get Started:
We usually begin the process of getting to know individuals and families by scheduling a meeting over the phone with an attorney. This meeting is fairly brief and on average will take about 10 to 15 minutes. At the end of this meeting, if we mutually agree that our process and your goals sound like they may be a good fit we will schedule a meeting at our office to discuss further at our “Get Acquainted Meeting”. There is no charge for the phone call, or the Get Acquainted Meeting.
Typically, our clients have started the process of learning about us, and teaching us about them by either attending an educational presentation at our office, or by calling and scheduling a meeting with an attorney.
Each month we host an educational presentation on estate planning. To find information about our next presentation visit our calendar. You may also sign up online by visiting our registration page. There is no charge to attend any of our educational events.
Next Presentation:
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Getting started
As summer winds down, families naturally start getting organized again. Calendars come back out. Routines return. People begin thinking about the months ahead rather than just the weekend in front of them.
·5 min read
Getting started
Most people who try to create their own estate plan aren’t being careless. In fact, it’s usually the opposite. They’re organized and responsible, trying to “get it done” without spending unnecessary time or money.
·6 min read
Getting started
I thought I had this handled.” And honestly, many people did. They created a will after having children. They signed a trust years ago.
·5 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
