Estate Planning Solutions for CSFA Members
Welcome to the new Estate Planning Benefits from CSFA and Goyette & Associates, Inc. Please review the four simple steps below to begin your estate planning. CSFA members are offered considerable discounts for all of your estate planning needs.
Step 1: EDUCATION and ASSESSING NEEDS
We want make sure you have all the information you need about Estate Planning and the options available to you. We give dozens of educational presentations each year and are always available to answer your questions. Once you are ready to move ahead, we will send you a worksheet to begin the process of evaluating your estate planning needs. Call us at (916) 851-1900 to get started.
Step 2: FREE CONSULTATION
Before committing to anything, you (and your spouse if married) will meet with our estate planning attorney, Rafael Ruano, for a free consultation. (Phone consultations are also available.) We will examine and discuss your available options. We will recommend the documents and choices that are best suited to achieve your goals.
Step 3: DRAFTING, EXECUTION and FUNDING
If you decide to retain Goyette & Associates, we will prepare the necessary documents to meet your goals. We will meet with you and assist you in executing and implementing all necessary documents. All documents will be provided to you in an Estate Organizer to take with you. We will give you all necessary instructions and guidance to complete the execution and funding of your Trust.
Step 4: ANNUAL REVIEW
We will communicate with you first on a six month basis and then annually thereafter to ensure that your Trust has been funded and answer any questions you may have. In addition, we will follow up with you regarding any changes that have occurred in your life that may affect your Trust documents. We can work with you to update and revise your Trust documents as needed.
Goyette & Associates, Inc. has developed the process above as a means of providing our clients with estate planning security in the most beneficial, efficient and cost-effective way possible. We offer our clients personalized service with attorneys and trained assistants. We will analyze your individual needs and goals to provide you with a logical and effective process to achieve security and peace of mind regarding your assets and estate planning.
FOR CSFA MEMBERS ONLY: 30% DISCOUNT FOR LIVING TRUST PACKAGES
We offer a complimentary consultation to assess your situation and determine which estate planning tools best suit your needs. The Revocable Living Trust Package is the most common service we provide and includes related estate planning documents such as "pour over" wills, deed transfers, advances healthcare directives and durable powers of attorney. Additional fees may apply for complex or large estates and for out of state deed transfers.
For more information, contact Rafael Ruano
(888) 993-1600 or firstname.lastname@example.org