Initial Visit

If we determine that we can be valuable to a family, we visit with them and their advisors in a setting appropriate for the size and complexity of the planning to understand their every planning nuance and desire and to heighten and expand their expectations.

Based upon each client's needs and desires, we formulate the parameters of the engagement including all fees, deadlines, and responsibilities.

THE ENGAGEMENT

We create a plan by analyzing, testing, and challenging every combination of planning theories and strategies that specifically meet our client's needs.

Through the use of narratives, graphs, charts, models and schedules, we build every page of our client's Wealth Strategies plan into a comprehensive, dynamic, and understandable strategic planning book.

We take our client step-by-step through the preliminary planning book and record every reaction, critique, and idea in order to further tailor the plan.

We present the polished book and set specific timelines and goals for the implementation of our client's plan.

We assign every detail of the plan to the appropriate advisors for immediate implementation. The infinitely complex transformed into a workable and understandable model.

POST ENGAGEMENT

Corliss, A Law Corporation, provides client families with continuing Wealth Strategies services, counseling, and cutting-edge ideas and opportunities. Your life, family and situation are constantly changing. We believe it is important that your Estate Plan keep up with those changes and be up to date and accurate. We offer an ongoing Family Maintenance Program.

OUR PRE-ENGAGEMENT PROTOCOL

If you would like to speak with us, we would be pleased to arrange an appropriate meeting. If thereafter you would like us to review your affairs, we will quote you a fee for this initial review and would appreciate receiving the following data:

• Most current financial statements, including the ownership and basis of all holdings
• Past 3 years of individual and business tax returns
• Existing legal planning documentation
• Supporting data and documentation, such as stock option plans, buy-sell agreements, and insurance portfolio papers

• Have analyzed your information to determine if, at a minimum, we can save you significant taxes and expenses. In our experience, we routinely generate tax savings between 75 and 90 percent.
• Schedule a one- or two-day retreat with you and any advisors you invite, away from all office responsibilities, to enable you to tell us in detail about your family and your wealth strategy goals. Your specific input is essential to our ability to prepare your Wealth Strategies plan.

Find out more about our Family Estate Planning process:

Family Estate Planning

• The Plan
• The Maintenance Program
• Succession
• Affluent Individuals and Families