📜 The Comprehensive Estate Plan

Matt Danner's process for Estate Planning is designed to achieve a balance in the planning process. It all starts with education.

01 - Partnership

Our approach starts with a partnership. Too often either the client or the attorney controls the process too much. This happens with the client when they self-diagnose their Estate Planning needs and say things like "all I need is a simple will" or "I don't have enough money to need a trust". Attorneys are just as guilty when they assign clients to certain planning approaches without fully educating the client.

02 - Education

The term Estate Plan can mean a lot of different things. Before you can consider setting up an Estate Plan you need to understand what the different options are and how they work. The first step in this process is a 30-minute meeting addressing the different approaches to Estate Planning. After you are educated on the different approaches to Estate Planning, you will be better prepared to make decisions regarding which one works best for your individual situation.

03 - Recommendation

After gaining a better understanding of the different approaches to planning and sharing details about your individual circumstances, you will receive a recommendation that dovetails your goals and circumstances.

04 - Drafting

In a week to ten days, you will receive drafts of your Estate Plan. This is the part of the process where you actually get to see words on paper. It can be difficult to visualize the plan up until this point, and a lot of things can change after seeing it on paper. Clients are encouraged to mark-up the drafts and jot down questions.

05 - Follow-up

In the follow-up stage, we meet to go over any questions, concerns, or revisions that need to be made to the plan. Once the drafts are finalized, we get everything ready for signing.

06 - Funding

Funding is a critical part of the process because it dovetails your Estate Plan and your assets. An Estate Plan that has not been properly funded is like a car without fuel. Through Oakmont, we’re able to ensure your Estate Plan not only is funded properly but that the plan is consistent with your overall financial goals. Through the Oakmont Retirement Blueprint, we’re able to help you create a financial plan, that includes areas of cash-flow and income management, investment allocation, risk mitigation, and tax planning.

07 - Follow-Through

Estate Plans like a lot of things in life tend towards disorder. In other words, Estate Plans are not “set it and forget it” type things, they need to be checked upon and reorganized routinely.