Our Process

Our process is designed to ensure your confidence each step of the way. Every decision is reviewed with you multiple times and yet the entire process doesn’t stretch out beyond four to eight weeks, so you know that within a single month your loved ones could be totally protected. It’s the perfect combination of efficiency and warmth.

1. Initial meeting

We’ll begin with an initial meeting that is an opportunity for you to meet us and determine whether there is a good fit between you and our firm.

During this initial meeting, we’ll walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state’s plan for you) that you wouldn’t like and you’ll get clear on what you would want to happen if something happened to you.

2. Design phase

Assuming there is a good fit between you and our firm, we’ll help you choose the planning level and fee that is right for you (we have three different planning levels to accommodate your needs – our fees begin at $2,000 and they are all inclusive, so there are no surprises) and we’ll work with you to design a plan that will give you the peace of mind of knowing your loved ones will be taken care of in the event the unthinkable happens.

3. Document signing

After the design of your plan is complete, you will return to our office two to four weeks later to sign your planning documents and your loved ones and assets will be totally protected in the event of your death as of that point.

In most law firms, the relationship ends there.

This is where our law firm is very different.

4. Maintenance phase

We see signing your estate planning documents as the beginning of our relationship with you and your loved ones. If your plan is not properly updated over time, your documents become worth no more than the paper they were written on.

As your assets change, as your family changes, as the law changes. All of these changes must be accommodated. And, Manasan Law makes sure that happens by communicating with you regularly, by reviewing your plan at least every three years (at no additional charge), and by keeping you informed so you can make the best possible decisions for your family during your lifetime and so that you can have the peace of mind of knowing we will be here for the people you love most in the event of your incapacity or death.

If this sounds like the kind of relationship you are looking for, please contact us so we can schedule time to meet .