Frequently Asked Questions About Our Process

Our Process: Comprehensive Estate Planning

Step 1: Your Legacy Planning Session

We begin with an initial phone consultation to discuss your goals and explain our process. If you decide to proceed, we’ll schedule your Legacy Planning Session, have you sign the engagement letter, and make an initial payment. You’ll then complete a pre-planning questionnaire and gather necessary documents. During the session, we’ll delve into your goals, family dynamics, and design a customized legacy plan.

Step 2: Signing Ceremony

Once your unique custom estate plan documents are prepared, you’ll review them via a video we provide and arrange a Signing Ceremony where you officially sign your documents.

Step 3: Trust Funding & Binder Delivery Meeting

For clients opting for trust-based planning, the next crucial step is "Trust Funding," where assets are moved into the revocable living trust. This can be overwhelming, but we provide extensive guidance and support to ensure the process is done correctly and with ease.

Once your estate plan is ready, we will conduct a Binder Delivery Meeting to review the plan and answer any questions you may have. We’ll also check the status of your trust funding.

Step 4: Estate Plan Maintenance and Legacy Building

After the Binder Delivery Meeting, we’ll set up your Legacy Vault for secure document storage. If you choose, we can help you create a Legacy Library where you can record your Priceless Conversations to preserve your stories.

Each year, you will be prompted to review your estate plan. This includes checking in on your asset status, updating important decisions, and assessing any changes in your circumstances to ensure your estate plan remains reflective of your wishes. We also offer facilitated family meetings to ensure everyone is informed and aligned.

Roots and Wings Legal

Guidance You Need To Protect

Them and Your Assets

Contact Us Today

Roots and Wings Legal is committed to answering your questions about estate planning issues in California. We offer consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

Office Location

Roots and Wings Legal, P.C.

1990 N California Blvd, Suite 800

Walnut Creek, CA 94596

925.289.8990

[email protected]

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