Many of our clients come to us with only a vague idea of what they want to accomplish today and tomorrow. One of the advantages of working with the law firm of Christine C. Weiner is that we are experienced in helping affluent individuals and families “uncover” the issues that matter most to them, and actually gain a better understanding of where they are now and where they want to be in the future. To accomplish this, we utilize a proven process that allows us to determine the specific needs and goals of our clients and help them achieve every one of their dreams.

Discovery Meeting

This is the first part of our process, during which we work with you and your advisors to develop a thorough understanding of your family dynamics, your unique needs and goals, your most pressing concerns. We will ask you to provide us with your current legal documents, and the nature, structure, and composition of your estate. Basically, this stage is designed to help us understand where you are now and where you hope to be in the future.

Plan Preparation

Once we clearly understand your unique situation, we work with your advisors to analyze and choose the combination of planning theories, strategies and tools that will best serve you and your loved ones. The end result is a preliminary plan that meets the needs and goals you expressed during our initial meeting.

Plan Presentation

Here we present our plan to you in clear, easy to understand language. We will show you how we have transformed the financial and emotional goals you described to us earlier into a comprehensive plan designed to address your concerns and realize your dreams. At the end of our presentation, you will have the opportunity to fine-tune your plan so that we can begin the process of making your dreams a reality.

Plan Implementation

With your understanding and approval, we move from plan design to implementation. Legal documents are prepared, strategies carried out. All efforts are carefully coordinated between our office and your advisors to ensure that work proceeds in an efficient and cost-effective manner.

Review And Update

Because your personal, family and financial situation is constantly changing, as are the laws impacting your estate plan, it is extremely important to keep your plan up to date. An outdated plan can be worse than having no plan at all. We recommend that your plan be reviewed at least every two years.