Estate Planning Built Around Your Life
Estate planning is personal because healthcare needs, financial circumstances, and goals differ from one client to the next. A useful plan begins with those individual concerns.
Kirkwood Law provides personalized estate planning intended to address healthcare and financial needs during life, as well as planning after death. Contact the office about the specific need so the firm can explain whether it may be able to assist.
Personalized Estate Planning
Kirkwood Law centers its estate planning service on personalized planning for healthcare and financial needs during life, as well as planning after death.
Planning During Life
Personalized planning that considers important needs and decisions that may arise during the client’s lifetime.
Planning After Death
Personalized guidance for the needs and concerns the client wants to address after death.
Financial Needs
Attention to the client’s financial needs as part of the overall estate planning conversation.
Healthcare Needs
Attention to the client’s healthcare needs as part of a personalized estate plan.
Individual Goals
A planning approach shaped around the client’s circumstances, priorities, and questions.
Clear Guidance
Plain-language explanations intended to help the client understand the recommended planning approach.
A Clear Estate Planning Process
The goal is personalized guidance that is understandable and responsive to the client’s needs.
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Discuss Your Goals
Identify the healthcare, financial, and personal concerns you want the planning process to address.
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Review the Existing Plan
Discuss any existing plan and the changes or questions that led you to seek guidance.
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Discuss the Approach
Explain whether the firm can assist and what planning approach may fit the confirmed needs.
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Understand the Next Steps
Move forward with clear guidance about the agreed planning work and any future review.
Estate Planning FAQs
General answers to common starting questions. The right answer in a particular matter depends on its facts.
What does Kirkwood Law’s estate planning service address?
The firm provides personalized estate planning intended to address healthcare and financial needs during life, as well as planning after death.
Does Kirkwood Law use the same estate plan for every client?
No. The firm describes its estate planning service as personalized, with guidance based on the client’s circumstances and needs.
Can estate planning address needs during life?
Yes. Kirkwood Law’s estate planning focus includes healthcare and financial needs during life, as well as planning after death.
What should I prepare before contacting the office?
Prepare a general overview of your healthcare and financial planning concerns, your goals, and whether you already have an estate plan. The office can explain what additional information may be needed.