Our Process

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We know, beginning your estate plan is a big step.  So our process is designed to ensure your confidence in our planning process each step of the way.  Every decision is carefully reviewed with you and yet the entire process doesn't stretch out beyond 8 weeks, so you know that within a single month after meeting with Pennington Law, PLC, your family could be totally protected.

It's the perfect combination of efficiency, warmth and compassion.

The planning process itself begins with an initial meeting that is an opportunity for you to meet with Suzanne Pennington, so that you each can determine whether there is a good fit between you and our firm.

During this initial meeting, Suzanne will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state's plan for you) that you wouldn't like and you'll get clear on what you would want to happen if something happened to you.

Assuming there is a good fit between you and our firm, Suzanne will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs - our fees for single individuals begin at $725 and couples begin at $1300 and they are all-inclusive, so there are no surprises) and you and Suzanne will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.  Also, when we say design, you will leave your meeting with a clear diagram of what you plan will look like, in plain English!

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second planning meeting is needed or a Financial Review meeting is offered. But once your plan has been designed to your satisfaction, you will return to our office about 4-6 weeks later to sign your planning documents.  At this point, your family and your assets will be totally protected in the case of your death or incapacity.

In most law firms, the relationship ends there.

But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different.