Personalized & Comprehensive Estate Planning
The Plitz Planning Process
The Plitz Planning Process is a personalized approach to create the estate plan that works best for you and your loved ones. Estate planning is more than simply the documents or the law; it is about relationships.
The Plitz Planning Process was created to take the time to learn about you to combine the legal with the personal to create a superb legal plan that addresses your family’s specific wants and needs.
With the Plitz process and Family Support & Protection Program, you can rest assured that your estate planning needs will continue to be addressed as you go through vital lifetime milestones.
During the initial interview, I can learn about your family, assets, financial objectives, and related matters.
Plan Detail Meeting
The plan detail meeting is an in-home or video conference meeting that builds from the initial prospect interview to fully develop your personalized estate plan. Any tasks that were assigned at the Initial Prospect Interview need to be brought to this meeting. At the end of this meeting, your theoretical estate plan is set, and your personalized estate plan is ready to be developed.
This is the stage where the Plitz Estate Planning team takes the information and notes from the first two meetings and starts to create the actual estate planning documents. The first step is to generate a summary sheet of the major decisions and people and email you a copy for your preliminary review and comments. This will also be the stage for you to submit any additional pieces of information or other follow-up from the Plan Detail Meeting. Overall, the Plan Development stage can take two to three weeks.
Draft Review & Revisions
Once the plan is written, an electronic draft will be sent to you for your review. At this stage there should be little in terms of changes, but this is an opportunity to catch any tweaks, or develop questions to gain a fuller understanding on how your plan works. We typically would like to schedule the Signing Ceremony one week from the sending of the draft.
The signing ceremony is a one hour, in-person meeting at your home when your estate plan is signed and put into full force and effect. Celebrating the accomplishment that most Americans don’t do – having a personalized estate plan that achieves your goals and showing your family just how much you care.
Family Support & Protection Program
With your estate plan signed and in full effect, the relationship with Plitz Estate Planning does not end. We are here to make sure you enjoy the peace of mind that proper estate planning provides. This stage, based on the level of support you select, is designed to ensure that your estate plan remains consistent with your objectives and any change in your circumstances.
John and I first met Jim when we needed to update our Trust. He was knowledgeable, competent, and personable. However, I appreciated him much more after John’s death. He understood the grief! He walked me through the steps to divide and update the trusts…
We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman’s language. He is genuinely interested in you and not just interested in what he needs to know to do the job and receive payment…
Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation…
My wife and I have discussed a few changes in our living trust with James Plitz and we think he has given us some very good advice. It has been a pleasure working with him.
Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.
It is my privilege to be working with Jim. From the moment we met, I knew that he was the person I wanted to represent me. He instilled a quiet confidence, excellent knowledge – trust and respect. I would always want Jim ‘in my corner’!..
Jim is a great resource for our trust. He is easy to contact, very knowledgeable, and patient. His personable manner makes it easy to discuss and resolve complicated issues. His explanations are relatable and down to earth. Thanks Jim!
I began my relationship with My. Plitz when he was in New Mexico and enjoyed the expertise and care he provided. I felt secure with him and had confidence in the consulting work he will continue to do on my behalf as he transitions to his own estate planning firm in Indiana.
James Plitz is the best! He is always there when you need him to help answer any questions about your Estate Planning. The Estate Planning that he does for you is outstanding! I lost my husband 4 years ago, and James was amazing in all the help that he gave me in navigating that process…
Jim knows his business. I especially like how he gets back to us quickly with understandable explanations to our questions. I have recommended Jim to friends who have been equally pleased…
Satisfaction Guaranteed – If you are not 100% satisfied with the service or process within 60 days of signing your estate planning documents, you will receive a full refund.