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Family Wealth Planning

By now, you’ve seen that Surprenant & Beneski, P.C. is something special. Because you love your family, you know they deserve the kind of protection, guidance and service that we provide.  While every case is a bit different and suited to you needs, it's important that you know how we work because we do things a bit differently at Surprenant & Beneski, P.C. than at other law firms.  That’s one of the reasons our clients love us so much.

To Schedule Your Personal Family Wealth Consultation:

Call us at (508) 994-5200 or Click Here. We have three office locations so you can choose the one most convenient for you:

New Bedford

Hyannis, Cape Cod

Easton

When you schedule your Personal Family Wealth Consultation, you will provide your credit card number to secure your appointment. If you cannot keep your appointment and you have not rescheduled at least one week in advance, your credit card will be charged $250.  We do this so that clients will realize that our time set aside to prepare for and meet with clients is valuable, so that we may most efficiently utilize our time and schedule.

We understand that this policy of securing your appointment with a credit card may seem unique.  So is our law firm.  We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor.  We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot for another family.

What to Do Prior to Your Personal Family Wealth Consultation

About 3 days after scheduling your appointment, you will receive a mailer with your Estate Planning Worksheet and other important information that you will want to review prior to your personal Family Wealth Consultation.  We must have your Estate Planning Worksheet returned to our office at least  three days prior to your Consultation either by mail, fax or electronic mail. Without it, we may need to reschedule your Consultation.  Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.

Click Here to download the Estate Planning Worksheet.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least 1 week before your meeting so that we can review them prior to meeting with you. For more involved plans, we may need additional time.

What to Expect the Day of Your Personal Family Wealth Consultation

On the day of your meeting, please expect to spend approximately 1.5 hours with your attorney.  The initial meeting with your attorney has two purposes:

1. To identify whether there is a good fit between you and the attorney who will become your Personal Family Lawyer and…

2. To educate you about the law and what would happen if you died or needed long-term care with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then, together with your Personal Family Lawyer’s guidance, make the decisions that are necessary to give you the peace of mind of knowing that you and your family would be taken care of in the way you want if something happened to you.

Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you now, you and your Personal Family Lawyer can design a plan for your family right away.

What Happens Next?

In a typical plan, once you and your Personal Family Lawyer have completed the design of your plan, you will receive confirmation of your choices in writing. We will also schedule a meeting for you to sign your planning documents approximately 4 weeks later.  Our process of reviewing the documents with you is designed to make it easy for you to understand. Our discussion also seeks to confirm that we understand exactly the way you want things to happen when something happens to you. You will see how your loved ones will be in excellent hands with our firm, in case they have any questions or need assistance. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.

We see that as only the beginning of our relationship.  You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.  In addition, if you'd like, we send letters to all of the important people you’ve named as trustees and guardians, letting them know just what to do if something happens to you - Namely, call us if you need help. We're here for your family!

At our final meeting during the planning stage of our relationship, we provide verbal and written directions on how to place assets into a trust, and stand ready to help if you need it.  We create and review your asset spreadsheet with specific "Actions Chosen" for each asset, to ensure clarity in properly funding your trust. Of course, if you forgot to ask something, or things become cloudy later on, we are always available to answer your questions at any time in the future. We regularly answer quick questions for free. More involved questions or issues will be billed by agreement in advance.

What Happens After I Sign My Estate Planning Documents and Take Them Home?

After the planning phase is complete, the maintenance phase of your plan will begin.  At no additional charge, we offer to review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.  Additionally, ask us about a Membership program which can include an opportunity to review your plan on an annual basis, meetings with your financial advisor, CPA or children, as well as a number of other valuable services.  Finally, remember we are always here for you and we don’t charge you for quick phone calls (ten minutes or less at reasonable intervals), faxes, or emails. If you need assistance and we do not handle that particular type of thing, we will refer you to an attorney who can assist you. We welcome your communications!

You’ll be amazed at how easy and painless the entire planning process will be for your family.

See if you qualify for a no obligation consultation by clicking here.

Call us today! 508-994-5200

[Last Updated: January 2017]