The Law Office of Jason Cullen

Law Office of Jason Cullen

Steps to Create Your Personalized Legacy Plan

Creating your Legacy Plan is an essential process that helps protect your wishes and your loved ones. The following 10 steps provide a roadmap of how we will work together to complete and maintain your personally tailored Legacy Plan.

Step 1. Free 30-Minute Phone Consultation

We’ll begin with a complimentary phone consultation where we will talk about your questions and concerns regarding estate planning. This initial conversation allows us to get to know each other and sets the foundation for your plan.

Step 2. Registration Email

Following our discussion, I’ll send you a registration email to get started. This email will link you to my law office and include a straightforward questionnaire that takes about 10-15 minutes to complete. This step helps me understand your specific needs better.

Step 3. In-Depth Needs Conversation

Next, we will schedule a thorough discussion about your unique situation. This can be done over the phone, on Zoom, or in person—whichever you prefer. Our conversation will typically last 1 to 2 hours, allowing us to dive deep into your needs and goals.

Step 4. Drafting Your Personalized Legacy Plan

After our in-depth discussion, I’ll draft your personalized Legacy Plan. This document will be tailored to your specific wishes, ensuring everything is clearly laid out. It will include essential needs such as wills, trusts, powers of attorney and advanced health care directives.

Step 5. Review of the Draft

Once I’ve prepared the draft, I’ll send it to you for your review. You’ll have the opportunity to read through it carefully and ensure it reflects your wishes.

Step 6. Discussion of Alterations

After your review, we’ll discuss any changes you want to make. Whether that involves adding, removing or changing sections, we’ll work together to make sure your Legacy Plan is exactly what you envision.

Step 7. Preparation for Signing

Once we finalize all the details, I’ll prepare your completed Legacy Plan for signing. This is an important step in making your plan official and binding.

Step 8. Signing the Legacy Plan

We will meet in person to sign your Legacy Plan. This meeting solidifies our work and ensures that your wishes are legally recognized.

Step 9. Ongoing Relationship

Our partnership doesn’t end after the signing. If you experience any major life changes—such as a new job, marriage, or the birth of a child—reach out to me. We’ll update your plan to reflect these important changes and keep your legacy secure.

Step 10. Regular Follow-Up

Finally, I’ll follow up with you every three years to check in and see if any changes are necessary. This regular check-in ensures that your plan remains relevant and effective, giving you peace of mind.

Secure Your Legacy

You’ve already taken the hardest step by reaching out—now let’s make it count! Making decisions about your Legacy Plan can be daunting, but I’m here to guide you through these powerful and necessary choices. Many people wait to take action, but you don’t have to. Together, we can create a comprehensive plan that brings you peace of mind along with security for you and the future of your loved ones. Now is the time to take control of that future!

Reach out today to schedule your free consultation, and let’s embark on this important journey together to create a legacy that reflects your values and wishes.