{"id":13568,"date":"2024-11-15T00:50:01","date_gmt":"2024-11-15T00:50:01","guid":{"rendered":"https:\/\/prizmlaw.com\/site\/?page_id=13568"},"modified":"2025-04-18T20:21:09","modified_gmt":"2025-04-18T20:21:09","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/prizmlaw.com\/site\/estate-planning\/","title":{"rendered":"Estate Planning"},"content":{"rendered":"\t\t
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\n\t\t\tStart Your Plan Today<\/span><\/span><\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Modern <\/span><\/span> Estate <\/span><\/span> Planning <\/span><\/span> Protecting <\/span><\/span> Your <\/span><\/span> Family <\/span><\/span> <\/h2><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Your legacy isn't just about assets\u2014it's about values, wishes, and peace of mind. I combine legal expertise with innovative technology to make estate planning clear, comprehensive, and accessible.<\/span><\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t<\/svg>Schedule a Call<\/span><\/a>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Why Estate Planning <\/span><\/span>Matters<\/span><\/h1><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Life is unpredictable, but your legacy shouldn’t be. A well-crafted estate plan does more than distribute assets\u2014it protects your family, preserves your wishes, and creates a lasting positive impact. Without proper planning:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\"Court<\/div>
Court Time & Cost<\/h6>
Your assets may go through lengthy probate proceedings.<\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\"Asset<\/div>
Asset Distribution<\/h6>
State laws, not your preferences, will determine asset distribution.<\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\"Healthcare<\/div>
Healthcare Choices<\/h6>
Your healthcare wishes might not be followed.<\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\"Lost<\/div>
Lost Assets<\/h6>
Digital assets could be lost or inaccessible.<\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\"Additional<\/div>
Additional Taxes<\/h6>
Your family might face higher tax burdens.<\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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<\/defs><\/svg><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\tThe Process<\/span><\/span><\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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This is an overview of our process for developing a comprehensive estate plan for you and your family.<\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Info. Gathering<\/h5>\n\t\t\t
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Plan Design<\/h5>\n\t\t\t
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Document Review<\/h5>\n\t\t\t
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Execution<\/h5>\n\t\t\t
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Annual Review<\/h5>\n\t\t\t
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1. Free Consultation<\/a><\/div>
2. Information Gathering<\/a><\/div>
3. Plan Design<\/a><\/div>
4. Document Review<\/a><\/div>
5. Execution<\/a><\/div>
6. Annual Review<\/a><\/div><\/div><\/div><\/div>
  • Discussion of your goals and concerns<\/li>
  • Review of your assets and family situation<\/li>
  • Explanation of recommended planning tools<\/li>
  • Clear pricing discussion<\/li><\/ul><\/div>
    • Discussion of your goals and concerns<\/li>
    • Review of your assets and family situation<\/li>
    • Explanation of recommended planning tools<\/li>
    • Clear pricing discussion<\/li><\/ul><\/div>
      • Custom estate plan creation<\/li>
      • AI-assisted document review for thoroughness<\/li>
      • Internal legal review<\/li>
      • Draft documents prepared<\/li><\/ul><\/div>
        • Detailed online review meeting<\/li>
        • Clear explanation of all provisions<\/li>
        • Revisions as needed<\/li>
        • Final adjustments<\/li><\/ul><\/div>
          • In-person or virtual document signing<\/li>
          • Notarization and witnessing<\/li>
          • Detailed instructions provided<\/li>
          • Trust funding guidance (if applicable)<\/li><\/ul><\/div>

            Finally, it's important to make sure that your estate plan stays accurate and relevant over time as your circumstances change. Things to review include:<\/p>

            • That the plan accurately reflects the current family composition.<\/li>
            • There haven't been significant changes to assets.<\/li>
            • That all contact information for all stakeholders in the estate plan is up-to-date.<\/li><\/ul><\/div><\/div><\/div><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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              Frequently Asked Questions<\/span><\/span><\/span><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Questions <\/span><\/span> & <\/span><\/span> Answers <\/span><\/span> <\/h2><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Here are answers to some common questions you may have.\n<\/span><\/p><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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              <\/g><\/svg><\/span>How long does the process take?<\/span><\/h5><\/div><\/div>
              Typically 3-4 weeks from initial consultation to signed documents. Complex estates may take longer.<\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              <\/g><\/svg><\/span>Do I need a trust or is a will enough?<\/span><\/h5><\/div><\/div>
              It depends on your assets, goals, and family situation. We'll help you decide after reviewing your specific circumstances.<\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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              <\/g><\/svg><\/span>What happens if I need to make changes?<\/span><\/h5><\/div><\/div>
              Life changes, and your estate plan should too. We offer free amendments for six months and reasonable fees for updates after that.<\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              <\/g><\/svg><\/span>How do you handle digital assets?<\/span><\/h5><\/div><\/div>
              We create specific instructions for digital assets, including cryptocurrencies, social media accounts, and online businesses, ensuring your digital legacy is protected and accessible to your chosen representatives.<\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

              Start Your Plan Today Modern Estate Planning Protecting Your Family Your legacy isn’t just about assets\u2014it’s about values, wishes, and peace of mind. I combine legal expertise with innovative technology to make estate planning clear, comprehensive, and accessible. Schedule a…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_siteseo_robots_primary_cat":"","pagelayer_contact_templates":[],"_pagelayer_content":"","footnotes":""},"class_list":["post-13568","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/pages\/13568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/comments?post=13568"}],"version-history":[{"count":16,"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/pages\/13568\/revisions"}],"predecessor-version":[{"id":13838,"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/pages\/13568\/revisions\/13838"}],"wp:attachment":[{"href":"https:\/\/prizmlaw.com\/site\/wp-json\/wp\/v2\/media?parent=13568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}