Our Legacy-Building Process

  • Pre-Meeting Questionaire

    At Rankin Law Firm, we understand that time is precious. Prior to your initial consultation, we will send you our questionaire to jumpstart the process. This form covers essential information that allows us to accurately assess your unique needs and makes our initial visit productive.

  • Estate Planning Consultation

    At Rankin Law Firm, we understand that estate planning is a deeply personal process. That's why our initial consultation focuses on getting to know you and your family. We'll delve into:

    Your Estate Needs: We'll assess your current assets and liabilities to understand your financial landscape.

    Your Family Dynamics: Who are your loved ones? What are your wishes for their inheritance?

    Estate Planning Options: We'll educate you on various tools like wills, trusts, and powers of attorney, explaining how they can benefit you.

    Through open discussion, we will identify the perfect plan to safeguard your legacy and achieve your specific goals.

    Rankin Law Firm believes in clear and upfront communication the creates transparency you an trust. This precisely why we offer a flat-fee billing system for estate planning. This ensures:

    No Hidden Costs: You'll know the exact cost of your customized plan from the start, eliminating any surprises down the line.

    Open Communication: Knowing the fee upfront encourages open communication between you and your attorney, fostering a collaborative environment to develop the most effective plan.

    Informed Decisions: Transparency allows you to confidently manage your expectations for the investment in your family's future.

  • Creating and Drafting Your Plan

    Once we have finalized your estate plan decisions and received your initial deposit, Rankin Law Firm will diligently begin drafting your customized documents. We will then send you the rough drafts via email or in whichever medium you prefer for your thorough review. We pride ourselves on open communication, and guidance. Your input is crucial. We encourage you to carefully review these drafts and ask any questions that arise. We are committed to being readily available to address your concerns and provide expert guidance throughout the process. Client communication and understanding are top priorities for us.

  • Document Signing

    Once you have approved your rough drafts, you will come to our office where you sign your documents and our professional staff is here to witness and notarize them for you. We understand that estate planning documents can be complex. During the signing meeting, we will take all the necessary time to explain each document thoroughly. Feel free to ask any questions you may have to ensure you completely understand the significance of your estate plan. Our goal empower you with a clear understanding of these valuable documents that safeguard your legacy.

  • Follow Up Check-In

    Rankin Law Firm prioritizes keeping your estate plan up-to-date. After our previous meetings, this step in the process is where we follow up to confirm asset titling and beneficiary designations reflect your wishes and have been completed. This ensures your plan will work as intended and provides an opportunity to address any questions or finalize any outstanding transfers.