The Reynolds Law Group has a simple process for helping you become a client. Please contact us if you have any questions about our process outlined below.
Estate Administration Clients
Step 1: Contact our office to discuss your needs and schedule an appointment for an initial consultation.
Step 2: After the initial consultation, we will send you an official engagement letter confirming the specific estate adminstration services to be provided and associated legal fees.
Estate Planning Clients
Step 1: Contact our office to discuss your needs and schedule an appointment for an initial consultation.
Step 2: Prior to the initial consultation, please complete a copy of our confidential questionnaire for us to review at the first meeting. You can fill the questionnaire online or you can download and print a PDF copy
Online: Confidential Estate Planning Questionnaire.
PDF: Confidential Estate Planning Questionnaire (PDF Version).
Our questinnaire is designed to help you provide us with an overview of your family situation, your assets and liabilities, and important individuals whom you wish to designate for specific roles in your estate plan such as your executor, trustee, and personal agent.
Step 3: After the initial consultation, we will send you an official engagement letter confirming the specific estate planning services to be provided and associated legal fees.
Step 4: We will draft your legal documents in accordance with your specific estate planning goals.
Step 5: Schedule an appointment with us to review and sign your legal documents.
Step 6: Implement your updated estate plan.
After you receive your new legal documents, it is important that you make any necessary changes to asset titling and/or beneficiary forms for insurance policies, retirement plans, IRAs, etc., to bring your estate plan up to date.
For trust-based plans, your trust can only protect assets owned by the trust. The process of re-titling assets into your trust -- called "funding your trust"-- is completely separate from the process of creating the trust.
The Reynolds Law Group offers funding assistance to you after your legal documents are completed. For clients who wish to do their own funding, we will provide detailed guidelines and instructions for each estate plan.
Periodically Review Your Estate Plan
It is important for you to periodically review your estate plan and consider if you (or your family) have experienced any changes in personal circumstances since your original plan was completed. Material life changes that may warrant updates to your estate plan include:
- Change in your marital status
- Birth or death of a beneficiary
- Death of a key person/fiduciary (executor, trustee, agent, etc.) in your existing plan
- Change in your financial status
- Purchase or sale of a business
- Change in the lives of a beneficiary or key person/fiduciary
- Changes to tax laws
Please contact us to request a review if you have experienced any significant life changes that may require an update of your existing estate plan.