At HUNT & GREENE PSC, all of our Estate Planning, Business Planning, and Estate Administration all start with an initial consultation. Prior to the consultation we will review and analyze your completed personal information questionnaire. During the consultation, we take the time to understand your needs, goals, and desires. At the conclusion of our meeting with you, together we will be able to decide what customized planning approach is best for your situation, and what the appropriate fee will be for the legal work.
The next step, should you decide to hire HUNT & GREENE PSC is to hold a design meeting with one of our attorneys. During the design meeting, we will, based on your individual goals, provide individualized advice and counsel to assist you in the design of an estate or business plan to meet your needs. After designing the plan, our attorneys will then draft and prepare the necessary legal documents for your review and execution. You will sign all documents during the delivery meeting.
Once your planning documents are delivered and signed, your plan will be maintained throughout the years by our ClientCare Program as long as you wish to continue to receive our advice, counsel and assistance.