By now you have seen that Hegwood & Associates, P.C. is something special and because you love your family, you know your family deserves the kind of protection and guidance we provide. It is important that you know how we work because we do things a bit differently at Hegwood & Associates, P.C. than at other law firms. That is why our clients love us so much!
What To Expect When You Work With Us
Working With Our Firm
Everything we do at our firm is designed to ensure that your plan is implemented and your family protected as quickly as possible-usually within four weeks of your initial meeting with one of our attorneys. Whether you come to our law firm through a referral from a satisfied client, a professional advisor, attendance at a seminar or workshop or from reading about us on our website, the first step is to call Lorraine, our Client Services Director at (281) 218-0880, and schedule an initial meeting with an attorney.
New Client Welcome Package
Once your meeting is scheduled, Lorraine will send you a “New Client Welcome Package,” which includes a Family Wealth Inventory and Assessment, biographical information, our fee schedule, request for financial documents, and other information about the firm.
Family Wealth Inventory and Assessment
Take some time to go over your Family Wealth Inventory and Assessment. It will help clarify some of the goals that you want to achieve during the planning process. If you are working with a financial advisor, he or she can help you put together the necessary information. Most of the advisors we work with are very familiar with our new client process and are more willing to help move the process along.
Once you have completed your Family Wealth Inventory and Assessment, please fax or send it to our office prior to the initial meeting. Prior to the initial meeting, we would like to review your Inventory and Assessment to make sure that we are prepared and can provide you with the most valuable during the initial meeting.
Initial Meeting
At the initial meeting be sure to bring the financial documents that were requested in the “New Client Welcome Package.” We will review your personal information and give you a chance to teach us about your family. We will also explain what would happen to your assets under your current plan if you should become mentally incapacitated or die. Finally, we will provide additional information about the firm and answer any of your questions about the planning process.
Plan Design
If it looks like there is a good fit, we can design a plan right away that will protect you and your family. In some cases, our new clients want to schedule a second meeting to design a plan; however, many of our clients want to get a plan in place as quickly as possible. We understand that you are busy and will do everything we can to assist you in making the decisions you need to make to protect yourself and your family.
At the end of the design meeting (whether it is combined with the initial meeting or scheduled as a second meeting), we will review your asset information and financial statements to make sure that we have the information we need to make certain your plan works for a lifetime.
Review Meeting
Once your plan has been designed, we will schedule a review meeting in two to four weeks (depending on your schedule). We want to make sure that the plan that we designed has all of the requirements that you determined were important to you during the design meeting. We will engage in a thorough review of your documents and make sure that we answer all of your questions. This process will take about two hours.
Signing Meeting
After your plan has been reviewed, we will schedule a signing meeting about two weeks later. During that time, we will be in touch with you about the details of your plan, and our Trust Funding Coordinator will ensure proper asset ownership. Additionally, all of your documents will be printed and put in your binder.
Expect to spend about an hour at your signing meeting. After signing, our Funding Coordinator will explain asset ownership and show you where to sign. At the same time, we will scan all of your documents and prepare your Estate Planning Portfolio, which you can take home with you the same day. Then, within the next week, we will send you a flash drive with pdf. copies of all your documents to you.
Completion
Once your plan is completed, you have the option to enroll in our membership program-the Lifetime Legacy VIP Membership Program. With ongoing updates and maintenance of your plan, your plan will be sure to work for a lifetime.
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