Comprehensive Estate Planning Process

 
Strittmatter Estate Planning Offering Process

Determine your Estate Planning goals and objectives


Strittmatter Estate Planning Offering Process

Gather your information utilizing an Estate Planning Questionnaire


Strittmatter Estate Planning Offering Process

Meet to review your information and discuss ideas and strategies.


Strittmatter Estate Planning Offering Process

Create and Review your Estate Plan that includes analyzing your:

  • Current Financial Position

  • Protection Planning

  • Tax Planning

  • Asset Allocation

  • Distribution Planning

  • Planning for Incapacitation

  • Medicaid Planning

  • Funeral Planning

  • Legacy Planning


Strittmatter Estate Planning Offering Process

Work with Estate Planning Professionals to complete the legal documents:

  • All attorneys and tax professionals have been vetted and specialize in estate planning

  • We serve as liaison between client and professionals

  • Prices have been negotiated and client receives a 10% discount off of professional’s services


Strittmatter Estate Planning Offering Process

Implement your plan:

  • Change beneficiary forms

  • Fund Trusts

  • Retitling of assets

  • Setting up insurances

  • Reallocating investments


Strittmatter Estate Planning Offering Process

Organize your documents:

  • Client receives a high quality Estate Planning Binder with all documents organized for storage