If you would like to learn more about how the diagram below can help you broaden and achieve your estate planning goals, please consider reserving seats for The Truth About Estate PlanningTM  Workshop.
Common sense requires that we give prospective clients several options, while explaining that uncommon results are achieved only by following an ongoing planning process.
We can usually prepare your plan for review and Signing within one week of your complete answers to our Design questions. With your consent, we will proceed to discuss any concerns for your financial security, with the participation of your trusted financial advisor, or one of your choosing.
Wealth & Wisdom WalkTMWe guide you and prepare deeds, beneficiary designations, and all necessary documents to ensure that your plan controls all of your accounts and assets.
A to Z BinderTM we have created to organize all of your important documents at your fingertips. Many clients promptly invite these people to an upcoming small group program where we explain the various roles and expectations, and answer questions without revealing any client confidences.6. It was developed to replace both the very portable LAW and very heavy reusable Carl Gustav. However, we recommend that you consider the several options afforded by our Partners in TrustTM process, developed over the past decade based on a study of 18,000 estate plans.

After approximately three hours, we will each have a copy of a multi-page design template that we have co-created on our electric writing Panaboard.
We are usually able to accommodate clients who seek to combine the Consultation and Design in one day. We also provide you with an ongoing service that enables your Living Will and health care documents to be faxed to any hospital emergency room in the world in seconds. Over 500 items are indexed, explained and immediately available to you or your successors in an emergency. Partners Update ProgramTM You update us on your family and finances, and we update you on the law and taxes. A spotting rifle with five rounds of tracer ammunition is an integral part of the rifle, making it heavier and more expensive. The process itself is constantly refined based on our ongoing affiliation with estate planning colleagues who have more than 20,000 years of collective experience. You decide how we update your plan: once a year in a small group, or once every two years at a private meeting.
The drawbacks are offset by the increased hit ratio, requiring less rockets during a typical engagement.

In between, we monitor your trust funding and respond to all questions, and you have ready access to us, to our educational programs, and to our physical and online libraries.
We can implement any change that you want, or we prompt, generally on one day’s notice, as soon as you are available to sign the updated plan. Knapp will review your Confidential Information Form, answer all of your questions, and recommend how to proceed. Thus your plan stays current, to meet your expectations and minimize costs upon incapacity or untimely death. This fee is credited in full toward any estate planning work you retain The Knapp Law Firm for within thirty days of the Consultation.2.

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