The Klauzer & Tremaine, LLC, general approach
to wills, trusts and estate planning is to attempt to keep clients'
documents and plans as simple and cost-effective as possible, while
achieving the clients' objectives. With this approach in mind, we:
 | Prepare most basic wills and related documents on a fixed-fee
basis; |
| Encourage review of your documents at least every two or three
years, due to the ever-changing nature of client circumstances and the related tax laws; |
| Prepare new, updated documents when needed, on an hourly
cost basis of making the amendments. |
In the event that your situation requires more extensive planning and
consideration of tax implications, K&T will assist you with that on an hourly
basis, and can work with your accountant or an accountant that is
available to K&T depending on the issue and your needs.
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BASIC CLIENT INFORMATION NEEDED
When a client comes in to discuss will, trust, or estate planning
issues, the following basic information is needed as a preliminary
matter:
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Family information, names, ages, addresses, and relationships;
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Some general "net worth" information for the client;
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Copies of the deeds to any real estate,
beneficiary designations on any insurance policies, beneficiary
designations on any retirement plans, ownership information on bank
accounts, investment accounts, stocks, etc.
For access to a more detailed statement of initial interview
information, please call Klauzer & Tremaine, LLC, and ask to
speak to one of the paralegals who prepares will documents.GENERAL
PROCEDURE
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Client makes appointment and comes in for the interview with
attorney. Attorney prepares notes and directions for
accomplishing client's objectives and may prepare family chart.
Attorney sets appointment for client to return and sign will
document(s).
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Attorney passes information and instructions to paralegal for
preparation of draft document(s).
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Paralegal prepares draft for review by attorney. Depending
on timing, draft may be forwarded to client for review.
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Client returns for final reading of will, review and discussion
with attorney, final revisions and signing of will.
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Original documents are provided to client and copies are maintained
at law office.
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Follow-up is scheduled, if needed or requested by client.
Wills, Trust, & Estates Client
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