Our Estate Planning Team at Law Office of Michael D. DellaMonaca
Providing Resources for Fitchburg, Leominster and Gardner Financial Advisors & Professionals
At Law Office of Michael D. DellaMonaca, we work closely with other Worcester County professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.
Our approach is to not require a lot of formalities, in depth questionnaires, or lengthy “homework” prior to a consultation. Clients are instead encouraged to express their concerns in their own words, and in the mode of communication they find works best for them. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.
At the initial consultation we provide the client with our general recommendations and a fee quote for the services we will be providing. They will be provided with a retainer agreement to review and sign.
During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.
We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.
Once documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also encourage clients to stay in touch, and do not charge a fee for ongoing questions about the estate plan they signed. Our open communication policy results in regular touch points, in which clients will be comfortable to stay engaged, and monitor their plans with regard to major life events.
Every professional organization has different processes, and different methods for interacting with clients. Your approach may be similar to ours, or may be different. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of our mutual clients and we welcome the opportunity to serve them within the team environment.