Our firm is different. Prior to even meeting with you for a Family Wealth Planning Session, we require you to complete a form which discloses your assets and liabilities as well as your loved ones so that we can address each of your assets and make sure that they will go to who you want them to go to and when.
Our firm requires you attend a private two hour Family Wealth Planning Session with Gloria in which you get a great education on the probate process and how to avoid it. You will learn how a trust agreement works. You will learn what your choices are as to who gets what asset and under what circumstances and whether you desire any asset protection planning for any of your heirs. Gloria has significant experience planning for blended families and planning for both minor children as well as adult children.
Once you are educated and understand your choices, Gloria can start designing your trust to achieve your goals.
You will see a summary of the trust provisions in writing prior to it going into final form for signature. Our office will confirm that those choices are what you want, and then you will come in for a signing meeting.
At the signing meeting, you will review a visual chart of your trust, which is the easiest way for you to get quick recall of the provisions of your trust. This visual chart will become part of your estate planning documents.
After the signing meeting, you will come back for a meeting where we record an interview with you about your values or stories that you want to pass down to your loved ones. We have a lot of different interview questions or you may come up with some questions that you wish to be interviewed on. We also advise you at that time about our subscription service for annual reviews of your estate plan and changes if you wish. We still provide a free three year review, but you would be charged for the revisions.
We find that the relationship we have developed with you makes Gloria Petroni, Your Lawyer for Life. You can call us for direction on referrals to other professionals or we can help you when you have an issue and you don’t know where to turn for information.
Let Gloria M. Petroni be your Lawyer for Life!