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*Please note that consultations related to Elder Law, Guardianship, and Medicaid planning are not free and do require a consultation fee. A form of payment will be required to schedule these appointments with an attorney.

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While many varieties of estate planning are available, at Elville and Associates we do not practice the traditional 2-3 meeting planning process. Our approach is more comprehensive and long term. We need to:

Really get to know our clients to address their concerns
Thoroughly review all choices and planning options with the client
Understand the family’s individual dynamics
Develop initial estate planning drafts
Review the drafts with the client
Use feedback to make adjustments
Review the revised documents at least two times with the client
Prepare, present and have clients sign the final documents and power of attorney
Understand and meet with clients to sign funding documents
Meet with the client’s family for a post-signing family meeting

Well developed, funded estate planning comprises 3 phases: