Our process

 

Our process is designed to ensure your confidence in our planning process each step of the way. Every decision is reviewed with you multiple times and yet the entire process doesn't stretch out beyond 8 weeks, so you know that within a single month after meeting with your FA Personal Family Lawyer, your family could be totally protected.

 

It's the perfect combination of efficiency and warmth.

 

The planning process itself begins with an initial meeting that is an opportunity for you to meet with your Personal Family Lawyer so that you each can determine whether there is a good fit between you and our firm.

During this initial meeting, your Personal Family Lawyer will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

 

You will then be able to determine if there was anything about your current plan (or the state's plan for you) that you wouldn't like and you'll get clear on what you would want to happen if something happened to you.

 

Assuming there is a good fit between you and our firm, your PFL will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs - our fees begin at $2,000 and they are all inclusive, so there are no surprises) and you and your PFL will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

After the design of your plan is complete, you will return to our office about 4 weeks later to sign your planning documents and your family and assets will be totally protected in the event of your death as of that point.

 

In most law firms, the relationship ends there.

 

This is where our law firm is very different.

 

We see signing your estate planning documents as the beginning of our relationship with your family. If your plan is not properly updated over time, your documents become worth no more than the paper they were written on.

 

As your assets change, as your family changes, as the law changes. All of these changes must be accommodated. And, Feakes Associates makes sure that happens by communicating with you regularly, by reviewing your plan at least every three years (at no additional charge), and by keeping you informed so you can make the best possible decisions for your family during your lifetime and so that you can have the peace of mind of knowing we will be here for the people you love most in the event of your incapacity or death.

If this sounds like the kind of relationship you are looking for, please contact us so we can schedule time for you to meet with your Personal Family Lawyer.

 

CONTACT US:

PHONE:
(978) 263-6900

FAX:
(978) 263-6959

MAIL:
179 Great Road #208
Acton, MA  01720

 

Feakes Associates

Trusts | Estates | Families

 

978.263.6900