Our firm guides our clients through a comprehensive, three-phase process to ensure that their estate plan is thorough, well thought out, effective, and enduring. Estate planning is vital in securing your legacy and providing peace of mind for you and your loved ones. Here’s how our Warwick, RI estate planning lawyer approaches it:
Phase 1: Discovery And Plan Design
The first phase is about understanding your goals and designing a plan tailored to meet them. At McCarthy Law, the role of our Avvo 5 star rated firm is to help you make informed decisions by giving you the knowledge you need to choose wisely. Estate planning involves a variety of options — various types of trusts, wills, powers of attorney, healthcare directives, and more. Our attorneys walk you through the pros and cons of each so you can feel confident that you’re selecting the strategies that align best with your vision for the future. It’s important to us that you not only know what each option entails but also feel good about the decisions you’re making. Together, we’ll create a plan that works for you and your family.
Phase 2: Implementation And Integration
Once we’ve designed the plan, we move into the implementation phase. This is where we put the plan into action. But here’s where many attorneys stop — they prepare the documents, and that’s it. For us, it’s more than just creating a stack of papers. Phase 2 also includes aligning your assets — your property, financial accounts, and investments — with your estate plan. This means updating titles and beneficiary designations and ensuring everything is in the right place so that your plan will work as intended when the time comes.
Additionally, we ensure that the people you’ve chosen to help execute your plan, like your trusted family members, agents, or trustees, understand their roles and responsibilities. We believe in clear communication, so they’re prepared to step in when needed. Our goal is to make the implementation process as smooth and straightforward as possible.
Phase 3: Ongoing Maintenance, Preservation, And Client Care Plans
Creating a strong estate plan is just the beginning. Phase 3 focuses on ensuring your plan remains effective, relevant, and responsive to any changes in your life over the long term. As your life evolves — whether through new assets, family changes, or shifting goals — your estate plan must adapt accordingly.
Our Client Care Plans are a key component of this phase. These plans act as a preventative maintenance program for both your Estate and Life Care Plans. One of the biggest challenges in estate planning is knowing who is responsible for keeping the plan up to date. With our Client Care Plan, that uncertainty is eliminated. We establish a continuous partnership between you and our team that has been rated by Super Lawyers, so we share the responsibility of maintaining your plan.
Through this partnership, we work together to ensure your estate plan stays current so it can serve your family and loved ones as intended when the time comes. Effective plan maintenance requires ongoing communication and collaboration — and that’s exactly what our Client Care Plans provide. By creating a structure with clear expectations, we remove the guesswork and streamline the process of maintaining your Estate and Life Care Plans, ensuring they remain optimal and effective for the long haul.
Whether it’s a change in the law, the addition of new family members, receipt of an inheritance or a significant financial change, or some other major life milestone, we’ll be there to keep your plan aligned with your current situation and goals. Our Client Care Plan ensures that your estate and care plan is never static but instead evolves with you and continues to protect what matters most.
Why Choose Us?
It’s essential to work with a team that offers a welcoming, safe, and non-judgmental environment where you can ask tough questions and receive clear, understandable answers. One of the most important factors to consider is the scope of service.
We provide a three-phase approach, which goes beyond just drafting documents. Compare that with a one-phase approach, which may offer a more limited, transactional experience. When it comes to protecting your legacy, it’s important to consider not just the cost but the value of ongoing care and thoroughness that our three-phase process provides. The lowest price isn’t always the best value — sometimes, you truly get what you pay for. At McCarthy Law, we believe in offering a high level of service and attention to detail. Quality service, thoughtful planning, and long-term care are just a few of the reasons clients choose us. Let’s start a conversation and see if we can be the trusted partner you’re looking for. If you have any questions or need assistance, we are here to help. Please feel free to contact our office. We look forward to supporting you and your family!