Estate planning for the whole family

Estate planning for the whole family

We provide estate planning that works - through Life and Legacy Planning

We provide estate planning that works - through Life and Legacy Planning

Estate Planning Attorney in Olympia, WA

We understand that estate planning can be a sensitive topic, so we invite you to spend some time here and find out if we are a good fit for you and your family. Our compassionate attorneys at Kirkpatrick Legal Services, PLLC understand the importance of securing your legacy and ensuring your loved ones' well-being through comprehensive relational estate planning. As your dedicated estate planners we are committed to guiding you through the complexities of life and legacy planning, providing peace of mind for the future.

With our experienced team by your side, you'll have access to a knowledgeable estate planning attorney who will work closely with you to tailor a plan that meets your needs and goals. We recognize that each client's situation is unique, and we take the time to listen to your wishes and concerns to create a personalized estate plan that safeguards your assets and preserves your legacy.

We can help you navigate through major relationship milestones – moving in together, getting married, sometimes splitting up, adding children to the mix. All in the context of estate planning which addresses the following issues:

1. What do you own and how do you own it?

2. Who should be in charge when you can’t be?

3. Who depends on you?

4. How best to take care of those people during your incapacity or after death?

5. How to manage the risks of a remarriage or a new partnership?

6. What do you want your legacy to be?

How The Process Works

1) We start by scheduling a Wealth Planning Session (which usually lasts 2 hours). Once scheduled, we send a Life and Legacy Inventory and Assessment to be completed as best you can before the Wealth Planning Session. We also ask for copies of all Deeds, financial statements evidencing your ownership of bank accounts, investment accounts, retirement accounts, and annuities, as well as stocks or bond certificates. In addition, we need copies of any LLC or Partnership Agreements and your previous estate planning documents.

2) During the first session, we make recommendations regarding a customized estate plan and the corresponding flat fee; half of which is paid upfront and the balance paid at the completion of the estate plan. Because we don’t bill hourly for estate planning, there are never any unexpected fees down the road.

3) The signing of the documents usually takes place 4 weeks after the planning session.

4) After completion and implementation of the estate plan, we off er free 3-year review sessions to determine if there is  a need for a change in your estate plan. (The client is responsible for scheduling those 3-year reviews).

Susan J. Kirkpatrick J.D. | Estate Planner

Susan Kirkpatrick, Attorney

LIFE AND LEGACY PLANNING offers more than the traditional estate planning. It includes:

  • Legal & Financial Clarity

    (financial information is collected and organized, which is instrumental in determining the best estate plan)

  • Wise Decisions

    (based on particular family and financial/property situation)

  • A Trusted Advisor

    (based on the relationship built with clients and other professionals (financial planners, insurance agents, …)

black and silver laptop computer

We start by scheduling a Wealth Planning Session (which usually lasts 2 hours).  Once scheduled, we send a Life and Legacy Inventory and Assessment to be completed as best you can before the Wealth Planning Session.  We also ask for copies of all Deeds, financial statements evidencing your ownership of bank accounts, investment accounts, retirement accounts, and annuities, as well as stocks or bond certificates.  In addition, we need copies of any LLC or Partnership Agreements and your previous estate planning documents.  At that session, I make recommendations regarding a customized estate plan and the corresponding flat fee; half of which is paid upfront and the balance paid at the completion of the estate plan.  (Because we don’t bill hourly for estate planning, there are no surprises.)  The signing of the documents usually takes place 4 weeks after the planning session.

After completion and implementation of the estate plan, we offer free 3-year review sessions to determine if there is a need for a change in your estate plan.  (The client is responsible for scheduling those 3-year reviews).

 

We also offer plans by which we provide life and legacy planning to family members, such as adult children, parents and grandparents.

Avoid Potential Mistakes

We provide estate planning that works - through Life and Legacy Planning