Step Two: initial consultation
This meeting is a chance for you to meet with us and discuss your concerns as well as your goals and objectives and make sure Hallock & Hallock is the right fit for you
Step Three: document drafting
If we have determined to work together, the next step is to draft any necessary legal documents to ensure that assets are held in your trust or where appropriate your trust is the beneficiary.
Step four: completion and signing
Once the document drafting has been completed, there will be a signing meeting with a staff member where documents are executed so that assets are transferred and beneficiary designations are up to date.
Step five: review and maintenance
As you acquire or sell assets, your funding will need to be kept up to in order to avoid probate. We offer our clients ongoing maintenance plans so their funding can be kept up to date.