Estate planning services
Wills and estate preparation may be a difficult and time-consuming practice since each client has distinct demands and requires various tactics. We can assist your in-house staff with any difficult wills preparation assignment and construct their family estate plans for their end customer.
Why you must outsource your estate planning requirements?
Estate Planning is necessary for every individual, irrespective of the value of their assets. Practice in wills estate planning can be very complex and time-consuming as each client has different needs and requires different strategies.
Trusts, wills, and estate planning are a dynamic and complicated subject matter that needs expert minds and experienced professionals who can handle the process from end to end in discussions with the individual requiring the services.
We at The Legal Base (“TLB”) have skilled resource pool with expertise in end-to-end estate planning process, starting from marketing to document creation and trust administration. The team is specialized in drafting wills and trusts, wills and estate planning, probating and deed creations to name a few.
The Legal Base uses a unique and flexible technology driven business specific engagement model to support your end to end in-house processes. We leverage our expertise in Estate Planning and Technology to design a solution or engagement model that meets your short-term and long-term business goals.
Why Choose TLB?
Amalgamation of years of hard-earned experience with the latest technology to cater to you the best contract lifecycle management services
TLB can support your team in providing excellent services to your clients with complex wills planning tasks. Our team also assists with family estate planning and guides clients through the entire process.
TLB's estate planning process is comprehensive and goes beyond just drafting a will. Our team takes the time to account for the client's assets and ensures a smooth execution for the future.
We at TLB have a skilled resource pool with expertise in end-to-end estate planning process, starting from marketing to document creation and trust administration. Our team is specialized in drafting wills and trusts, probating and deed creations and much more.
We give your internal deadlines the highest priority to make sure that deadlines and resources are correctly managed. Our team of experts makes sure all your deadlines are met and the products are delivered timely.
Our clients typically get cost savings of 30% to 60% on each estate planning. From unit pricing to fixed-fee projects, we adjust our prices to fit the demands of your situation.
Our offerings in Estate Planning
TLB has a team of estate planning lawyers who can help clients create trusts and prepare necessary documents. We have a repository of successful estate planning models and provide support to executors of wills to prevent future disputes. Trust TLB for all your estate planning needs.
- Digital/ Social Media Marketing campaigns
- Mass e-mail campaigns
- Estate Planning Webinar campaigns
- Marketing reports (ROI, Conversion Ratio)
- Data entry in your system (Prospect Data entry)
- Initial consultation appointment management
- Creating client letters (Birthdays, Anniversaries etc.)
- Initial documentation (service agreement)
- Revocable Living Trusts
- Power of Attorney
- Health Care Power of Attorney
- Living Will
- HIPAA Document
- Medicaid Planning Document
- Irrevocable Trust
- Insurance Trust
- Gifting Trust
- Business Documents (LLC or LP creation)
- Funding Letters
- Deed creation
- Supporting document/legal forms creation for Probate and Trust Administration process
- Calendar management
- Client retention operation
Our contract drafting and negotiating experts come with decades of rich experience of working with both law firms and corporations of varied sizes.
How do we help?
- Contract review, drafting, remediation, negotiation, abstraction, and summarization
- Contract compliance and global regulations analysis
- Remediation of “deficient” agreements and issuing amendments
- Management of ongoing contractual rights and obligations
- Managing procurement, sales contracts, IP licenses, and internal agreements
- Contract-related administrative support
Basic steps involved in estate planning
Setting up trust funds in the names of beneficiaries to limit estate taxes
Setting up a guardian for live dependents
Appointing an executor of the estate to supervise the will's terms
Adding or changing beneficiaries on life insurance, IRAs, and 401(k)s
Making funeral arrangements
To lower the taxable estate, make yearly gifts to recognized charity and non-profit organizations.
Creating a lasting power of attorney (POA) to direct other assets and investments