Survey Results: You Spoke, I listened
Several weeks ago, I held a survey about estate planning, through my GoFisch newsletter, blog, and social media platforms. I received over a hundred responses! Considering the sensitive and, indeed difficult subject matter, I thought this was a very significant number.
You spoke loud and clear, and I heard you.
You don’t understand what an estate plan is. You’re not sure why you need an estate plan. You don’t know the process of putting together an estate plan. That’s understandable! Estate planning isn’t something most people deal with every day.
So, I wrote a series of short, but relatively thorough blog posts on each of these subjects, in plain English, free from legalese.
I explain what an estate plan is and outlined the six “must-have” documents everyone needs. I also detailed what a trust is, and about its benefits, here.
I wrote on the consequences of dying without an estate plan.
I also set forth my simple five-step process to get to a complete estate plan here.
But, that wasn’t enough, not nearly enough, by my own standards. Plus, actions always speak louder than words.
Cost Concerns Resolved
One of the most common concerns survey respondents cited was cost. There was tremendous confusion about how much an estate plan could/should cost. Some worried about the price being unaffordable for middle class Iowa folks. Worse, some respondents were genuinely fearful they would be told one price, and then pressured to a more expensive “package.” Or, that there would be a bunch of hidden fees and costs. Then there was the fear that you wouldn’t even know how much the estate plan would cost, until it was all over, and you got a bill (and by then, presumably, it would be too late to do anything about it if you thought the bill high or otherwise unfair). This approach, or the other with hidden fees, simply won’t fly with me; it’s advantageous for me to be transparent with my fee structure.
Estate Plan Sale
Again, actions always speak louder than words. You said you were concerned with cost, so I’m holding an estate plan sale.
For a limited time only (June 15 to July 15, 2017), you can receive a standard estate plan (which consists of the six “must-have” estate planning documents) for only $500. You will be billed only at the conclusion of this process, when you are executing the documents. So, obviously, you won’t pay anything until you are completely satisfied with both the plan and your understanding of the plan.
What if you need, or want, something more than the standard estate plan? Like, say, a revocable living trust? A standard estate plan, including a revocable living trust, will only cost you $1,000.
Let’s Talk…and Talk & Talk
I should note that either package comes with as many consultations (meetings, emails, and phone calls) with me as you reasonably feel we need to finish your estate plan. Again, you’re not sitting down to execute the documents, and so you’re not being billed (let alone paying anything!), until you are completely satisfied with both the process and the results of the process.
Now! Right Now!
Again, the special deal of $500 for a standard estate plan, and $1,000 for a standard estate plan plus a revocable living trust, will last only a limited time, June 15 to July 15, 2017. So, ACT NOW and do not wait!
You can reach me most easily by email at firstname.lastname@example.org or call my cell, 515-371-6077. Don’t delay, write or call today.
A great place to begin thinking about estate planning is with my free, no-obligation Estate Planning Questionnaire.