{"id":230,"date":"2019-04-23T16:12:53","date_gmt":"2019-04-23T16:12:53","guid":{"rendered":"https:\/\/kylesedmondsesq.com\/estate-planning-copy\/"},"modified":"2019-12-02T15:24:50","modified_gmt":"2019-12-02T15:24:50","slug":"estate-planning-process","status":"publish","type":"page","link":"https:\/\/kylesedmondsesq.com\/estate-planning-process\/","title":{"rendered":"Estate Planning Process"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:20px;padding-right:0px;padding-bottom:20px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\">.fusion-accordian  #accordion-230-1 .panel-title a .fa-fusion-box{ color: #ffffff;}.fusion-accordian  #accordion-230-1 .panel-title a .fa-fusion-box:before{ font-size: 16px; width: 16px;}.fusion-accordian  #accordion-230-1 .panel-title a{font-size:26px;}.fusion-accordian  #accordion-230-1 .fa-fusion-box { background-color: #333333;border-color: #333333;}.fusion-accordian  #accordion-230-1 .panel-title a:hover, #accordion-230-1 .fusion-toggle-boxed-mode:hover .panel-title a { color: #0f76bb;}.fusion-accordian  #accordion-230-1 .panel-title .active .fa-fusion-box,.fusion-accordian  #accordion-230-1 .panel-title a:hover .fa-fusion-box { background-color: #0f76bb!important;border-color: #0f76bb!important;}<\/style><div class=\"accordian fusion-accordian\"><div class=\"panel-group\" id=\"accordion-230-1\"><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a class=\"active\" aria-expanded=\"true\" aria-controls=\"3d0b06741212e1108\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#3d0b06741212e1108\" href=\"#3d0b06741212e1108\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Pre-Consultation<\/span><\/a><\/h4><\/div><div id=\"3d0b06741212e1108\" class=\"panel-collapse collapse in\"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p><span style=\"font-size: medium;\">We work with your referring advisor, so we can understand your financial background, your situation and needs. During this part of the estate planning process, you will complete our Estate Planning Deficiencies Check-Up, provide us with basic contact information, and begin to identify and express your goals and concerns using our Estate Planning Design Questionnaire.<\/span><\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a aria-expanded=\"false\" aria-controls=\"7a0152ca23d202631\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#7a0152ca23d202631\" href=\"#7a0152ca23d202631\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Initial Consultation<\/span><\/a><\/h4><\/div><div id=\"7a0152ca23d202631\" class=\"panel-collapse collapse \"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>We will discuss in detail your background and family, goals and concerns, and issues identified in the Estate Planning Design Questionnaire that require further consideration.<\/p>\n<p>At the end of this meeting, a fee range will be quoted based on a preliminary plan design.<\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a aria-expanded=\"false\" aria-controls=\"f5849cdc8e7badc40\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#f5849cdc8e7badc40\" href=\"#f5849cdc8e7badc40\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Design Meeting<\/span><\/a><\/h4><\/div><div id=\"f5849cdc8e7badc40\" class=\"panel-collapse collapse \"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>During this meeting, your proposed estate plan design will be presented to you in plain English and with easy to understand outlines and diagrams. Together, we will work through the details of the proposed plan to create a customized estate plan strategy that means your goals and objectives while addressing your concerns and anxieties.<\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a aria-expanded=\"false\" aria-controls=\"759fa75def543b4fd\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#759fa75def543b4fd\" href=\"#759fa75def543b4fd\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Delivery Meeting<\/span><\/a><\/h4><\/div><div id=\"759fa75def543b4fd\" class=\"panel-collapse collapse \"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>We review the documents to ensure that you understand your estate plan and that it meet your goals and objectives. If you want us to do so, we will educate your family members, executors, trustees, agents and beneficiaries about your plan, and their roles in the plan, and why the plan is designed as it is. At this point, you will also sign the legal documents to implement the estate plan.<\/p>\n<p><em>Note: We take confidentiality very seriously. Subject to certain limitations, nothing about your estate plan will be revealed unless you specifically authorize us to release it.<\/em><\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a aria-expanded=\"false\" aria-controls=\"3c3e04ef0c83833ea\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#3c3e04ef0c83833ea\" href=\"#3c3e04ef0c83833ea\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Funding<\/span><\/a><\/h4><\/div><div id=\"3c3e04ef0c83833ea\" class=\"panel-collapse collapse \"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>Once the estate plan documents have been executed, we assist you with beneficiary designation changes and other funding issues to ensure the planning is effective and works as designed.<\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default\"><div class=\"panel-heading\"><h4 class=\"panel-title toggle\"><a aria-expanded=\"false\" aria-controls=\"85a95269e290128f8\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-230-1\" data-target=\"#85a95269e290128f8\" href=\"#85a95269e290128f8\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Estate Planning Price List<\/span><\/a><\/h4><\/div><div id=\"85a95269e290128f8\" class=\"panel-collapse collapse \"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>Consultation fee $500.00 for 1 hour.<\/p>\n<p>Will based Estate Plan bundle flat fee range: $2,500-$8,500. Includes a Will, Power of Attorney, Healthcare Proxy, Living Will and Disposition of Remains.<\/p>\n<p>Trust based Estate Plan bundle flat fee range: $3,500-$12,000. Includes a Trust, Pour over Will, Power of Attorney, Healthcare Proxy, Living Will and Disposition of Remains.<\/p>\n<p>Healthcare Proxy, Living Will &amp; Disposition of Remains bundle flat fee: $950.00<\/p>\n<p>Individual item range:<\/p>\n<ul>\n<li>Will only: $850.00-$2,500<\/li>\n<li>Trust only: $2,500-$10,000<\/li>\n<li>Power of Attorney: $750-$1,500<\/li>\n<li>Healthcare Proxy: $500.00<\/li>\n<li>Living Will: 500.00<\/li>\n<li>Disposition of Remains: $500.00<\/li>\n<\/ul>\n<p>Probate and Estate Administration<\/p>\n<p>If estate value is $30,000 or less then flat fee of $5,000.<\/p>\n<p>If estate value is above $30,000 then flat fee range is $7,500-$10,000.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"side-navigation.php","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate Planning Process - Kyle S. 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