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J. Terrence Moynihan
Maureen A. Lyons
Attorneys at Law
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The Estate
Planning Team
As an estate planning law firm, we work closely with other
professional advisors, including Certified Financial Planner Practitioners™, investment advisors,
financial consultants, insurance professionals, Certified Public Accountants, and tax
advisors. We believe the team approach provides our clients with the most comprehensive,
realistic and effective estate plan. To that end, we strive to keep you informed and
involved at all stages of the estate planning process. Because Terrence is a Certified
Specialist in Estate Planning, Trust and Probate Law*, we understand the financial planning process and are better positioned
to work with you and your clients.* State Bar of California Board of Legal Specialization. |
| The Process |
- Step One: The Initial Consultation
We offer all prospective clients a complimentary initial
consultation. With the clients' permission, we encourage you to attend this initial
consultation as well. If this cannot be arranged, we will seek the clients' permission to
discuss their estate planning with you afterward.
During this first meeting, we will spend approximately an hour with your clients. After
listening to your clients' needs, plans and goals, we will generally make some estate
planning recommendations. If the situation is complex, we will ask for a follow-up meeting
to present a summary and specific recommendations.
After making our recommendations, we will quote a flat fee for design, drafting and
implementation of the plans. Your clients then may choose to engage our firm by signing an
engagement letter and making a 50 percent non-refundable deposit; or they may choose to take some time to
reflect before moving ahead.
- Step Two: Signing the Documents
Should your clients choose to engage our firm at this point, a follow-up meeting to sign
documents and begin implementation of the plan will be scheduled ... normally within a
week to ten days. This meeting may be quite lengthy as we will thoroughly explain the
planning documents to your clients, and to their family members if necessary.
We also will
explain the trust funding process -- whether your clients choose to engage our firm in
this process, or prefer to complete the process themselves, or with your assistance.
- Step Three: Follow-Up
We have an extensive follow-up system, which we believe helps build stronger client
relationships. Each of our clients receives a follow-up letter after their plan is
complete and a continued subscription to Pocket Watch®,
our estate planning newsletter. Through the newsletter we attempt to keep our clients
informed of changes that could affect their planning, and to help them maintain an
awareness of their estate planning goals. In this manner we hope to ensure that our
clients' plans are never out-of-date with their current needs. Every two years they
receive a personal letter encouraging them to come in to review their plans and make any
necessary changes.
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| Resources |
- Client Education
Please visit our Newsletter
Archives for an
online library of articles on issues related to estate planning.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning
issues, including basic estate planning, charitable giving strategies, generation-skipping
and other advanced topics, business succession, or asset protection. Please call the
office if you would like to plan a workshop.
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