Estate Planning Process

The legacy you leave your loved ones is of paramount importance. At Blasser Law, we are committed to preserving your legacy. To accomplish this, we utilize a methodical process that enables us to create an estate plan which will address all of your particular details and issues. This is the Blasser Law difference: We listen. We communicate. We prepare. We follow through.

Step One: Marshaling your Assets. The first step in planning your estate will involve locating all of your current assets. During this process, we will also assess future assets you expect to receive.

Step Two: Assessing Current Liabilities. The second step involves making a list of your current liabilities or debts and putting measures in place to address them.

Step Three: Selecting Trustees/Executors. Trustees/Executors are the people who will administer your estate plan once you are gone. Who you select to carry this out is of paramount importance. At this stage, we will discuss potential Trustees/Executors to ensure the right person (or people) is selected.

Step Four: Estate Distribution and Beneficiary Selection. Next, we will discuss how you want to distribute your estate. This may include plans which facilitate distribution to particular individuals, charities, or even pets.

Step Five: Special Needs. Once you identify the beneficiaries, we will discuss whether any of these individuals have special needs to consider. This often happens when a beneficiary cannot take care of himself/herself. If a beneficiary does have special needs, we will incorporate solutions into your estate plan that addresses them.

Step Six: Conflict Resolution. The last thing anybody wants is their loved ones fighting over their estate. A good estate plan will anticipate potential conflicts and include provisions to address them before they get out of hand. At Blasser Law, we are committed to putting the proper measures in place to avoid future conflicts.

Step Seven: Execution. After exhaustively identifying your specific needs, we draft a comprehensive estate plan and arrange for a signing date where all of the proper witnesses and notaries can attend.

Step Eight: Follow-Up. After creating your estate plan, you will continue to receive the time, attention, and focus that only a law firm of our size and experience can offer. We will speak with you at least once per year to assess whether any changes are necessary. This is the Blasser Law difference: We listen. We communicate. We prepare. We follow through.