My Estate Planning Process


My Process

My process is designed to minimize confusion.  There are three meetings.

The Discovery Meeting

The Discovery meeting is a review of your background, history and family situation.  I listen to your concerns.  We talk about the probate process and use your financial numbers to personalize what would happen for you and your family.  Assuming there is a good fit between you and my services, an estate planning level that is right for your family is agreed on.  Your investment is all inclusive so there are no surprises.  An accurate investment cannot be determined until I know what your concerns are and the possible solutions.

If we are a good fit, we immediately begin to move you closer to solving your concerns by designing a plan that is right for you and your family.  The plan will meet your goals and incorporate your values.  You know your family and what you want to achieve.  I know the law.

The Document Signing Meeting

At the Document signing meeting, we will review the key terms of each document before signing.  All your questions will be answered.

If you have a trust plan, funding your trust by changing the ownership of your assets from yourself to the trust is also discussed.  You will receive a spreadsheet of your assets to show how they are currently owned.  The spreadsheet assists you and me in tracking the transfer of asset ownership to the trust.  You will receive a Funding Toolkit with instructions on asset transfers.  I also provide unlimited assistance if you are funding the trust yourself.  A deed transferring ownership of your property to your trust is also signed at this meeting.  I take care of recording your deed. 

The Delivery Meeting

This is not called the final meeting because this is the beginning of a lifetime relationship.  At this meeting you receive your original documents.  Each person you selected as executor for your will, agent for your General Power of Attorney and Medical Power of Attorney receives a letter from me which describes their responsibilities and duties.

Relationship Beginning

In most law firms, the relationship ends when you receive your original documents.   This is where I am different.  I stay in touch to ensure that your estate plan will continue to fit and work for you as time goes by and your family situation changes.  I do this by mailing a monthly print newsletter so you always know how to get in touch with me. You will have peace of mind knowing that I will be here to assist the people you love most.

If a relationship is what you are looking for, call to schedule an appointment now.

Linda M. Sherfey, P.C. 
638 Independence Parkway Suite 240
Chesapeake, VA  23320

Phone: 757-966-9700   
Fax: 888-253-6902
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638 Independence Parkway,
Suite 240,
Chesapeake, VA 23320
(757) 966-9700




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