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Our Process

Our Process for Estate Planning and Administration

Welcome to Kiselstein Franckowiak Law Group, where estate planning and administration are tailored to tell your unique story. Your legacy deserves a plan as distinctive as you are. Whether you’re ready to start crafting your legacy or seeking expert guidance as a trustee or beneficiary, our team is here to ensure clarity, empathy, and legal precision in every detail. Below is our estate planning process geared toward guiding you through every step of your estate plan or administration while reflecting your values and goals.

Our 3-Step Approach to Estate Planning and Administration

Get to Know You

Getting to know you, your family, and your background is the first step in helping you turn your estate planning goals into a sound legal plan. Whether planning your estate or guiding you as a trustee or beneficiary, knowing who you are, where you come from, and your future goals will help us achieve your goals.

We delight in learning all we can about our clients so we can best assist you in your journey. Every individual and family is different, with a unique set of needs and goals and we love that. Understanding your family structure, where you are financially, or what role you’re comfortable fulfilling are the foundations that allow us to tailor a plan that’s unique to you.

Craft a Personal Plan

If you’re creating an estate plan with us, our second step is to create the documents that bring your plan to life. If we’re guiding you as a trustee or beneficiary, we will walk through your loved one’s vision in an easy-to-understand manner.

At Kiselstein Franckowiak Law Group, we don’t believe in a one-size-fits-all approach. Your life or your loved one’s life tells a story unlike anyone else’s. It’s a story that only a unique, personal plan could tell. With your input and feedback, our process is always one of clarity and empathy. In the end, you’ll have a custom estate plan that fulfills all the goals that are important to you or your loved one.

Put Your Plan Into Action

Implementing your final plan or assisting you in carrying out your loved one’s plan is the third step. If you’re a trustee or beneficiary, we’ll guide you in carrying out your loved one’s wishes and making certain that you adhere to all legal regulations in a step-by-step, clear process. If you’re creating an estate plan, we’ll ensure all moving pieces have been coordinated and accounted for, and all your goals met.

And it doesn’t stop once the paperwork is signed and filed. Just as your life will continue to change, your estate plan will need to adapt as well. Assets may be bought or sold, children may become adults, you may retire or decide to move across the country. We’re here to lean on through all the changes in your life.

Your Personalized Estate Plan Awaits

As life evolves, so will your estate planning and administration. We can help you secure your legacy and protect your loved ones. Contact us today to schedule your free consultation and take the first step towards peace of mind.

Secure Your Legacy
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