Once you and Mr. Chavers determine that you are a “good match”, you will then move into the Plan Design Meeting. Because we emphasize personal counseling and a custom design for your estate [and long-term care] plan, the Plan Design Meeting will last approximately 1 to 1 ½ hours. Depending upon your specific circumstances and questions, it may require additional time or an additional meeting.
Mr. Chavers will gather additional information from you, especially in regards to your goals and concerns, you and your loved ones, your family dynamics and your assets. He will walk you through your current plan, and if not, the plan created for you by California and federal law. Next, Mr. Chavers will counsel you through numerous planning solutions to help you determine which are right for you and your family. This process results in a comprehensive estate [and long-term care] plan that is custom-designed to achieve each of your goals and to satisfy your concerns.
After reviewing the plan selected by you, a fixed fee amount will be quoted to draft and implement the plan, including the clarifications you have selected. Once Mr. Chavers is clear on the work to be done to achieve your goals and satisfy your concerns, he can discuss any specific fees. The decision to go forward with drafting and implementing the plan is a “Yes” or “No” decision. Mr. Chavers does not like pressure sales tactics himself, thus no such tactics will be used to pressure you into proceeding. Our experience is that people who conclude they are getting “a good bang for their buck” proceed and those that don’t feel that way, don’t proceed. If you choose to proceed, 40% of the fee will be required as a deposit.