Call for a FREE Consultation

How Long Does It Take To Create a Family Wealth Plan?

How Long Does It Take To Create a Family Wealth Plan?

Hi, this is attorney Marc Herbert with the question of the week, which is how long does it take to build a family wealth plan? The answer to that is it depends on you and your unique needs. We’ve put together comprehensive estate plans within four days for people. Sometimes there’s some urgency there. Someone’s very sick. They’re about to have surgery. Go on vacation. Maybe your kids are leaving for college or military service so we can give you priority and build it very quickly and still make it comprehensive for their needs. For most people, though, putting together a comprehensive plan takes about 30 to 45 days. We like to give you several drafts. I like to sit down with you and go through the documents at least two or three times to make sure I’m answering your questions as we go.

We’re making changes as needed and that you really have enough time to think through your options and make the decisions that work best for you, for your family, to protect them and your assets from probate court and unnecessary taxes. So for most people, we just do a five step process. The first stage is what we call discovery, where you come in for your no cost consultation. We talk about your situation. We talk about your options. And then you decide what plan we build for you, what documents we’re going to put in place for you, how many deeds are going to be involved. And we give you a workbook to take home and complete. Once that’s filled out, you come back, we sit down, we go through it page by page to make sure that I’m answering your questions and that we understand exactly what you’re looking to build.

Stage two is I do an analysis and create a first draft for your review and approval. Stage three is where you revise that first draft. You ask any new questions, make any changes that you want, and we really go through the details of that draft. Usually within two or three drafts, we are ready for signing where we have the final drafts ready to go. All the deeds, all the bank documents, whatever paperwork is necessary to make the trust work. And then the final step is what we call funding. That’s where we take care of the deeds. We submit those to the county recorder’s office for you, usually save you between $100, $200, sometimes a lot more, depending on the number of deeds you have so that everything is funded, everything is protected, and your trust is fully in force.

Here at Herbert Law office, we offer a free discovery appointment when you come in. I encourage people to bring a list of questions with them. Answering questions is a big part of what we do, and it really helps us build a better plan with you so that your loved ones and your assets are protected. We’re going to discuss your options.

We’re going to answer your questions, and then we’re going to build a unique, customized plan for your exact situation as an attorney for the last 26 years here in California, All of them spent in the Antelope Valley. There are a lot of options that we like to go through with you to make sure that you can build the plan that you want that’s going to work best for you specifically.

Again, we offer a free consultation to come in to answer your questions, to go through your options. So when you’re ready to sit down, just give us a call at 6612739007. We’ll talk to you soon.

Request a
Free Consultation

What Our Clients Say

  • Marc and his team were very professional, friendly & patient in dealing with our estate plan. From the initial phone call, Marc educated us & […]

    ~ Derrick M.

    unum disability claims
  • Steve and I enjoyed your professionalism, service, and care in making us feel like we were your VIP clients. We would love to recommend Herbert […]

    ~ Stephen & Margaret P., Mojave

    unum disability claims
  • Great experience. Marc explained everything and gave us all the time we needed to review the documents.

    ~ Kris and Sharron W., Tehachapi

    unum disability claims
  • Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.

    ~ Floyd and Agee R., Ridgecrest

    unum disability claims
  • Marc and his staff put my mom’s trust on their top priority because she was hospitalized.

    ~ Louiese H., Palmdale

    unum disability claims
  • Very professional and approachable.

    ~ James and Cecelia M., Palmdale

    unum disability claims
  • Friendly and professional.

    ~ Tomas and Mary C., Lancaster

    unum disability claims
  • Very friendly and easy to work with.

    ~ Michael and Carole S., Acton

    unum disability claims
  • Very helpful, easy to understand. Felt very comfortable.

    ~ Judy W., Lancaster

    unum disability claims
  • (Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.

    ~ Terry and Nancy L., Palmdale

    unum disability claims
  • Very pleasant and staff extremely helpful … open and honest.

    ~ Steve F., Quartz Hill

    unum disability claims
  • Excellent. Pleasant and well-informed …you educated us.

    ~ Raymond and Lori G., Santa Clarita

    unum disability claims
  • Explained everything well. Always available when our schedule changed. Easy to work with.

    ~ Mark and Suzanne F., Lancaster

    unum disability claims
  • Excellent. Easy process.

    ~ Michael and Susan R., Quartz Hill

    unum disability claims
  • Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.

    ~ Thomas and Bonnie G., Tehachapi

    unum disability claims
  • We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.

    ~ Rex and Denise H., Acton

    unum disability claims
  • Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]

    ~ Hovsep M. and Anna A., Palmdale

    unum disability claims
  • Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.

    ~ Daniel and Linda L., Ridgecrest

    unum disability claims
  • Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.

    ~ Anthony and Susan C., Lancaster

    unum disability claims
  • It was an easy experience for a hard thing to do. (Marc is) very easy to speak with and made everything easier to understand. We […]

    ~ Bruce and Christina Z., Tehachapi

    unum disability claims
  • (You) were always following up to make sure we had all we needed. Great service … provided a lot of information.

    ~ Carlos and Claudia O., Palmdale

    unum disability claims
  • Excellent. Very informative …friendly … (and) explained things clearly.

    ~ Robert and Joan W., Lancaster

    unum disability claims
  • Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]

    ~ James and Linda J., Palmdale

    unum disability claims
  • (We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust

    ~ Dale and Meryl Z., Tehachapi

    unum disability claims
  • Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]

    ~ Keith and Susan I., Acton

    unum disability claims
  • Marc took his time explaining everything thoroughly to us and answered the many questions we asked. We have busy conflicting schedules, so at times we […]

    ~ Sharron K. and Bonnie M., Palmdale

    unum disability claims
  • Very professional staff … (Marc’s) first hand knowledge of the law (was very important)

    ~ Janet B., Lancaster

    unum disability claims
  • Excellent learning experience … (we appreciate your) expertise in the field.

    ~ Danny and Diane T., Ridgecrest

    unum disability claims
  • (My experience) was quite relaxing and worry-free … (Marc is) honest and answered any and all questions that I had leaving me with good feeling […]

    ~ James G., Lancaster

    unum disability claims
  • Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.

    ~ Wilfred and Julia L., Palmdale

    unum disability claims
  • (Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).

    ~ Marcy W., Leona Valley

    unum disability claims
  • It is not fun to plan for one’s death, but you helped us be comfortable. You were very considerate to our needs, especially when it […]

    ~ John and Diane H., Palmdale

    unum disability claims
  • You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]

    ~ Jerry and Gloria V., Palmdale

    unum disability claims
  • Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]

    ~ Christopher and Naomi E., Temecula

    unum disability claims
  • We were in good hands with Marc’s expertise through every step. He was thorough. We didn’t feel rushed. We know that you are working for […]

    ~ Randy and Rebecca T., Lancaster

    unum disability claims
  • It was a well-paced comfortable experience

    ~ Richard and Clara H., Quartz Hill

    unum disability claims
  • Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.

    ~ Dwight and Paula C., Palmdale

    unum disability claims
  • It was a pleasant and easy experience working with Marc …. Everyone who believes they and their family will “be alright” without a will and/or […]

    ~ Don and Michelle W., Lancaster

    unum disability claims