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Effortless Estate Planning:

Our 6-Step Process for Peace of Mind

01

Legacy Strategy Consultation
Plan design with Attorney

    • Discuss your personal and family situation and goals
    • Confirm deadlines and meeting dates
02

Asset Review
Meeting

    • Bring asset information and account statements
    • Identify if additional asset information is needed
    • Initiate conversation about funding of estate plan
03

Estate Plan
Confirmation Meeting

    • Reconfirm plan choices and family information
    • Comprehensive explanation of the estate plan drafted by Attorney
04

Estate & Financial Plan
Alignment Meeting

    • Review coordination of finances and estate plan
    • Align investments and assets with planning goals
    • Opportunity for adjustments before signing the estate plan and moving assets
05

Estate Plan Signing
Celebration
Meeting

    • Documents reviewed, signed, witnessed and notarized
    • Review and sign funding forms and discuss next steps
06

Estate Plan Delivery &
Legacy Protection
Program Orientation
Meeting

    • Presentation of comprehensive estate planning binder
    • Provide overview of the benefits of the complimentary Legacy Protection Plan membership
07

Legacy
Protection
Program

Justin Stivers Bio

Stivers Law's Commitment to Your Family's Future

Stivers Law is an educational law firm at its core. We are not merely document preparers or paper pushers.  Rather, we provide wealth planning services to our clients and continue to provide ongoing support and education throughout our clients’ lifetimes.

Learn more about Stivers Law

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Located in Coral Gables, Serving Clients in Miami and Nearby Areas

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