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Plan Design Meeting

April 24, 2019VoorheesNo Comments

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.

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Voorhees & Ratzlaff Law Group

Headquartered in Chino, Voorhees & Ratzlaff Law Group serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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Chino, CA 91710

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Our Response to COVID-19

We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.

We love seeing all of you in the office, however we understand if under the current circumstances, you would prefer to have any upcoming appointments conducted over the phone instead. Please just let us know.

If you have any questions or concerns, please do not hesitate to reach out.

We wish everyone good health as we all work to get through this challenging time.

Sincerely,

Kariann Voorhees and Holly Ratzlaff
Voorhees & Ratzlaff Law Group, LLP

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