celebrating our milestone
How we work
The initial call gives an opportunity to discuss your situation and your objectives. It also allows us to see how we can best help you.
The discovery meeting is all about you. We will take the time to listen to your personal, family, and business situations to get a better understanding of your specific estate planning requirements. We will ask you questions to better understand what is really important to you, as well as fully understanding the legacy you wish to leave.
Finally we will explain the services of Strategic Asset Protection and show you how we can help you and what the next steps will be.
Please get in touch now to arrange an initial call.
Following your Discovery Meeting, we will prepare your recommendation report which sets out our recommendations, scope of work, timescales and the legal fees you will pay for our services.
Once we have your agreement, we will put your plans into motion for you. We take care of all of the administration and keep you updated regularly throughout the document drafting process. Order summaries of your estate planning will be sent to you for your review and once you have approved, the final documentation will be prepared, reviewed and legally approved. We will then be in contact to arrange the Signing Meeting and provide further guidance.
So that legal documents are valid they need to be signed and dated correctly. At the signing meeting you will need two independent witnesses present to witness the signing of the wills and once signed the documents will be legally effective.
After the signing we will provide an execution statement giving the full names and addresses of the witnesses as proof that the wills were executed correctly and legally.
Once all the documents have been signed they will be professionally stored for safe keeping. Storage certificates will be provided to ensure everyone is clear where the documents are stored.
Once the process has been completed it is very important that the documents are updated as events happen. Regular reviews are important to make sure the planning stays up to date. We will communicate with you from time to time to ensure your planning is up to date.
