The Planning Process
A clear path from your first conversation through completing your estate plan.
Before you’re a client
Contacting Jeffrey D. Hunt, PLLC, including by phone, email, or this website, does not create an attorney-client relationship. An attorney-client relationship is established only when the firm confirms representation in writing.
- 01
Tell us what you need
Share a little about what brings you in so Jeffrey and his team understand what you are looking for.
- 02
Have an initial conversation
Jeffrey talks with you about your situation, answers initial questions, and helps determine whether the firm is a good fit for your needs.
- 03
Agree on the scope
If it makes sense to move forward, Jeffrey and his team confirm the scope of the engagement and the next steps in writing.
Once you’ve engaged the firm
- 01
Gather information
Jeffrey and his team guide you through the information needed to prepare your plan.
- 02
Work through planning decisions
Jeffrey helps you work through the decisions that shape your plan, including who is involved and which planning tools fit your goals.
- 03
Prepare your documents
Jeffrey and his team prepare the documents to reflect the planning decisions you have made.
- 04
Review your plan
You review the plan with Jeffrey, ask questions, and make any needed refinements before the documents are finalized.
- 05
Complete signing
Jeffrey and his team coordinate the signing process and help make sure the documents are completed with the appropriate formalities.
- 06
Funding and follow-through
Where applicable, Jeffrey and his team help you understand the remaining steps, such as funding a trust, so the plan can be put into effect.
