PLANNING PROCESS 

 

Pratt Law's estate planning process is straightforward and is usually accomplished within a few weeks from start to finish. Here are the steps involved: 

 

Step 1 - Contact Us: Contact our office by email (analisa@analisapratt.com) or by phone ((650) 353-6146) to obtain our Estate Planning Questionnaire; once you complete and return the Questionnaire, we will arrange for a complementary initial consultation, during which we will discuss your specific needs, and recommended some estate planning options.

 

Step 2 - First Meeting: During your first meeting Attorney Analisa Pratt will explain how the estate planning process works and will discuss your particular situation and needs.

Step 3 - Engagement: If you would like to proceed together for your estate planning, we will agree on a flat fee and enter into a representation agreement. At that time, the first half of the flat fee will be due.  

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Step 4 - Design Phase: Based upon your first meeting, Analisa will design customized estate planning

documents and reach out to schedule a Design Meeting.

 

Step 5 - Review Meeting: You will meet with Attorney Analisa Pratt to discuss the estate plan she designs to meet your unique needs and wishes. During this meeting you will be free to raise any questions, issues, or concerns regarding the draft documents.

 

Step 6 - Delivery/Signing Phase: Upon approval of the plan, Analisa will finalize the documents and our office will contact you to arrange a last meeting at which the final documents will be explained, signed and notarized. Analisa will explain any additional steps that need to be taken to complete the estate-planning and trust-funding process. At this time, the final payments will be due.

 

Step 7 - Funding/Property Transfer Phase: Once the estate plan has been executed, we are available to assist you with trust funding issues, beneficiary designations, and other trust funding matters to ensure that your estate plan is effective and works as designed.

 

Step 8 - Peace of Mind: Upon completing the process, you will have peace of mind knowing that you have a comprehensive estate plan in place that will protect you and your loved ones. You will receive your entire estate plan in an indexed and organized Estate Planning Portfolio for you to keep in a safe place.