978-922-8800

Our Comprehensive Process for Estate Planning

Our Estate Planning Process

At the Law Office of Julie Low, we guide you through a thorough, well-structured estate planning process that ensures all your wishes, needs, assets, and aspects of your life are addressed, and your plan is designed to work when you need it most.

We focus on helping you get everything in order so you can have peace of mind. We make sure to do everything you want and need to simplify life and the future for your family. Our team works with you in a friendly and compassionate way, using clear language instead of overwhelming you with legal jargon.

1

It starts with education: Our workshop, open to the public

There is a great deal that people generally need to learn about estate planning, which is why we offer free two-hour workshops twice a month to start the educational process for prospective clients. The workshops help you understand different estate planning options, allowing you to ask questions and make informed decisions.

2

The initial client consultation

Whether you attend a workshop or not, the initial meeting is a consultation during which we review your personal information and discuss your goals and objectives. In this meeting, we focus on understanding your estate details and assets and addressing any questions, concerns, and issues you have related to estate planning.

3

Once you hire us

Several follow-up meetings are scheduled, either in person or via Teams, to develop, review, and sign the estate plan. We encourage regular in-person and online meetings with you, not only to ensure every aspect of your estate plan is addressed but also to learn more about you and hear your stories.

4

The design meeting

During the design meeting, we guide you through the process of designing your chosen estate plan. Once the estate plan design is complete, we draft the relevant documents and send them to you for review.

5

The draft review meeting

After you have had some time to review the planning documents, we will meet to answer your questions, discuss potential changes, and address any concerns. If needed, adjustments are made to the draft, followed by preparing the documents for finalization and signature.

6

The signing meeting

During the signing meeting, we review the Estate Planning Binder with you, swear in all necessary parties, and have the documents signed. The estate plan then becomes effective.

7

The funding meeting: An important final step

While many attorneys conclude the estate planning process at the signing meeting, we hold a funding meeting to review the legal ownership of each asset and advise you on updating ownership, if necessary. We coordinate the legal ownership of each asset to align with the planning documents, identify action items, and create a task checklist for managing each asset. Funding is important whether you have a Revocable Living Trust, an Irrevocable Trust, a testamentary Trust (a trust created after your lifetime by your Will), or no Trust at all. Beneficiary designations should also be verified and updated, if necessary. Without the funding step, your estate plan may not work as intended. That’s why it is so vital to hire an expert estate planning attorney when it’s time to create an estate plan.

Testimonials

Fine and trustworthy lawyer.

I was just looking for legal help and advice. But ended up with a fine and trustworthy lawyer. Julie and her staff are a great circle of ladies.

  • - VA Irrevocable Trust Client

Julie answered all my questions in a language I could understand.

I had so many questions and didn’t have a clue when it came to estate planning. It was a hard topic to face, but I needed to get things in order. Julie answered all my questions in a language I could understand. I was very impressed with how nice everyone was!

  • - Will Plan Client

It was a lovely and painless experience.

Never having done an estate plan before, I didn’t know what to expect. I now understand that I should have done my planning sooner. It was a lovely and painless experience. Thank you all for your assistance and help!

  • - Revocable Living Trust Client

A big thank you to Julie and her staff!

The service we received while getting our Last Will & Testaments together was excellent. The environment was comfortable and Julie spent time with us to ensure we had addressed all potential scenarios and issues. A big thank you to Julie and her staff!

  • - Comprehensive Will Plan Client

I expected excellent service and that’s just what I got!

I expected excellent service and that’s just what I got! What stands out the most for me is the simplicity with which Julie explained elder law issues. I was also very impressed with the thoroughness of the final documents. I would give Julie Low an A++! I could not have been more pleased with the entire staff.

  • - Comprehensive Will Plan Client
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266 Cabot Street, Suite 1
Beverly, MA 01915

978.922.8800

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