The LifeSpan Planning Process™
The process produces the results™
The Estate Planning Center (the Firm) and each Client enter The LifeSpan Planning Process™… a professional relationship in which we mutually commit to develop, maintain and carry out a plan that will accomplish all of the Client’s estate planning goals. The Firm is committed to providing caring, competent and efficient services and each Client commits to actively participating in the process.
The Process of accomplishing the Client’s intended results involves seven distinct stages:
1. RELATIONSHIP EXPLORATION APPROACH™
Truth About Estate Planning™ Experience
We are committed to a mutually beneficial relationship. Ours begins with education, exchange of information, and reasonable opportunity to explore the services offered and the mutual commitments that would be required.
2. CO-CREATIVE COUNSELLING EXPERIENCE™
Counselling and Design™
Counselling and Review™
We are committed to a plan that will accomplish Client’s goals and objectives, developed after eliminating limiting assumptions. The Firm provides creative legal counsel and Client engages in thoughtful decision-making to co-create a personally tailored estate plan. The Firm provides and explains the legal documents to implement the plan.
3. FINANCIAL INTEGRATION FORMULA™
Financial Strategies Session™
We are committed to planning that will protect all of Client’s estate: a fully-funded plan. The Firm assists Client in appropriate re-titling (and future titling) of assets as necessary to coordinate them with the plan to accomplish Client’s goals. This involves an initial funding plan co-created by the Firm and the Client after considering tax and other planning issues, and ongoing assistance until the plan has carried out Client’s goals. The Firm guides and assists Client to obtain written verification of full funding.
4. CONTINUOUS COMMITMENT COMPACT™
Empowered Legacy Session™
LifeSpan Client Organizer™
LifeSpan Annual Family Reunion™
LifeSpan Client Update Program™
We are committed to maintaining and updating the estate plan over the rest of the time we have together. The Firm equips Client with the LifeSpan Client Organizer™ (including tools, policies and procedures) to aid Client in the ongoing operation of the estate plan. The Firm provides Client with documents to communicate to their loved ones their very personal wishes (health and personal care, memorial instructions, care of/guidance for beneficiaries). The Firm empowers and encourages the Client in the lifelong process of transferring a complete legacy: wisdom, stories, faith, values, possessions of emotional significance, and final wishes to be fulfilled.
5. LIFESPAN LEARNING SOLUTION™
Family Education Program™
Technical Training Program™
Bridge Builder Program™
We are committed to lifelong learning as it relates to accomplishing Client’s estate planning goals. The Firm will continue to learn about developing laws, processes and strategies that may affect Client’s estate plan and goals. The Firm will organize and provide educational and relationship building events to help Client, Client’s family and Client’s advisors accomplish Client’s estate planning goals. Client will make diligent efforts to participate and encourage active participation by their family and advisors.
6. SETTLEMENT SECURITY SYSTEM™
Transfer Process Navigator™
We are committed to securing the benefits of Client’s estate plan. The Firm offers services that will be needed by Client’s Helpers and family at the times of Client’s disability and/or death. Two important goals are to be accomplished: better results and lower costs. Client’s assets should pass to their loved ones in the way Client hoped, and the cost of carrying out the plan should be lower than prevailing rates.
7. LIFESPAN ADMINISTRATIVE SUPPORT TEAM PROGRAM™
We are committed to achieving Client’s long-term goals, particularly the ongoing benefits that beneficiaries can realize. The Firm offers services to Client’s beneficiaries after they have received their inheritance to assure that they realize, over time, the full wisdom of the plan Client so meticulously developed.
TM & © 2013 LifeSpan, L.L.C. & Curt W. Ferguson. Used with permission.
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