Estate Planning in Hartford Connecticut

Providing Through Estate Planning

It’s not easy to think about our loved ones, friends, or even ourselves passing away one day. However, we must think about having a plan in place to prepare for the inevitable. 

Clients who worry about their legacies and wealth preservation have chosen to work with Beckett Law because of our compassionate and exceptional service. As a result of our close, working relationships, we tend to help families across many generations.

We understand each and every client will have unique concerns, needs, and desires. Our attorneys are here to provide personal solutions that are fit just for you, regardless of the circumstances or complexity of the matter. 

Our daughter company, Estate Planning Law Center, is dedicated just to guiding Hartford, Connecticut clients through the estate planning process.

We Adapt to Where You Are

Getting Started with Estate Planning in Connecticut

If you have a clear sense of your goals, or are even just starting out to assess if estate planning is right for you, our Estate Planning attorneys in Hartford, Connecticut offer comprehensive consulting of the Connecticut law to advise you on the best route to crafting a custom plan that addresses your personal needs. 

We take great pride in helping our clients build an estate plan that reflects their goals, values, and desired outcomes. Additionally, we ensure that we are keeping the family in harmony, minimizing tax burdens, and securing a legacy for generations to come.  

Through important discussions and proper consulting, we are actively focused on sustaining family harmony and crafting estate plans to reduce friction within the family, and to recognize the differing needs and goals of each member.

We view estate planning as a lifelong activity and ourselves as your long-term trusted advisors. To be cut and dry, we want to help you achieve your goals, and we know how to do so. Estate Planning Law Center is determined to provide the very best legal counsel and estate planning techniques for our Hartford, Connecticut clients.

What is Our Estate Planning Process?

We have a minimal, broken-down 9 step process that transparently explains to you how we ensure that our clients' goals are met. You will notice that throughout the entire process, we have your family involved the entire time!

01

We Educate, You Decide

We understand that you need helping making decision on whether or not Estate Planning is right for you.

We strive to educate you in every way possible.

02

Evaluate Your Situation

From the information we provide you, take the time to reflect on your situation and determine how you can move forward with what you now know.

03

Helping You Protect Your Family

You have decided that you would like to start on your estate plan to preserve your family’s wealth and protect future generations. 

The next step is to fill out our contact form with detailed information that we need to know.

04

Discovery Meeting

Our discovery meeting gives us the opportunity to ask each other important questions.

Our intentions are to learn more about your family, hopes, and desires.

05

Design Meeting

Our 2nd meeting has been prepared to now discuss your estate planning options that we have concluded will help you best meet your goals. 

With your help, we can now begin drafting a preliminary outline.

06

Drafting

Now that we clearly understand your family’s goals and desired outcomes, our legal team will begin drafting a summary written in plain English.

We will send this to all engaged family members to review in the comfort of their own home. 

07

Clarity Call

One you have had a chance to think about where we are, and any changes you would like to make, we will have a Clarity Call to fine tune the earlier preliminary outline.

08

Updating / Revisions

We will repeat our process as many times as needed to make sure that your family is 100% confident that we have met your needs. 

09

Fulfillment Meeting

We will repeat our process as many times as needed to make sure that your family is 100% confident that we have met your needs. 

Is Estate Planning Right for Me?

When it comes to planning your estate, there will probably be many different questions which will come up. Planning your estate is important because if you pass away without a valid will or trust in place, the court may be responsible for deciding how to divide your estate. Not only that, but your estate could go into probate.

In Connecticut, the probate process can be very time consuming, expensive, and stressful. It is best to be able to avoid this if at all possible, and planning ahead now could help you do this. It will allow you to choose an executor who will be responsible for the estate administration. They will ensure that all bills and estate taxes are paid on your estate and that your assets are divided up according to your wishes.

Furthermore, this will avoid the risk of having altercations within your family. When your estate has to go through probate, the court decides how your assets are split up, which could lead to many disputes between members of the family who are in disagreement.

Plan your estate now, so you can have full say and control over your assets for when the inevitable time comes.

Important Things You Need to Know

Questions and Answers

Suzann Beckett

Leading Attorney | Founder

” Thank you for showing interest in our Estate Planning services. I have personally answered each question the best of my ability. If you don’t see a question you are eager to ask, please call me at (860) 236-1111

We have a 3 part process that ensures our clients’ goals are met. First, we have a Discover Meeting where we learn about your family, hopes and desires. Then we’ll have a Design meeting to start to discuss the estate planning options that will best meet your goals, and draft a preliminary outline. We’ll then draft a summary written in plain English which we’ll send you so you can review in the comfort of your own home. After you’ve had a chance to think about where we are, and any changes you’d like to make, we’ll have a Clarity Call to fine tune the earlier work. We will repeat that process as many times as needed to be sure we have 100% met your needs. Finally, we’ll schedule a Fulfillment meeting to do a final review and sign all of the documents in the Plan.

 

We pride ourselves on listening carefully to our clients, and learning enough about their families, their goals and desires, so that we can craft a personalized plan that fits your needs. There is no such thing as a one-size-fits-all estate plan – your family deserves a customized plan created just for you. Our approach will eliminate headaches and minimize the chance of unwanted consequences such as having to go through probate, will save money in the long run, and will assure your privacy to the maximum amount permitted by law. Our practice is geared toward people that want and understand the importance of high quality estate planning. We enjoy educating our clients about the process of estate planning and helping them make informed decisions that will help meet your goals and desires. If you are looking for this kind of long-term personalized service, please call us to get started on an estate plan that will help you sleep at night knowing you have cared for your family after death in the same thoughtful way you have done during your lifetime.

 

We offer 3 types of ongoing maintenance of your estate plan after it is signed. For a nominal annual fee, due by January 15 of the year following your Fulfillment Meeting, you will have the opportunity to join our C.A.R.E. program (Continuing Annual Review Experience). There are 3 levels – C.A.R.E. Lite is offered at no cost for the 1st year and can be continued indefinitely for a minimal cost – it includes limited phone calls at no charge, and updating of your POAs. C.A.R.E. is the next level, and includes more benefits. Finally, C.A.R.E. Plus is our concierge level ongoing maintenance program with still more benefits and advantages. If you choose not to join C.A.R.E. , we will, of course, continue to be available to you on an as-needed basis at our regular hourly rates.

 
 

Many law firms offer “typical” estate plans which include a Will and a Health Care Power of Attorney. There’s nothing wrong with that but, unfortunately, a Will does not take effect until after death so it cannot, by its very nature, include disability planning. A Health Care Power of Attorney gives an agent the power to make decisions but does not give any instruction to that agent as to how to exercise the power. We believe disability planning is critically important to a comprehensive estate plan. At our Firm, we spend quite a bit of time talking about how our clients can protect themselves and prepare for their own future disability so that our clients can enjoy the peace of mind of knowing that they will be well cared for no matter what.

Well, the best way to answer that is by asking a few questions – do you care who will raise your minor children if you pass? Do you care who gets your property when you die? Do you want to protect the inheritance you leave to your loved ones from creditors? Between one-half and two-thirds of American adults don’t have a will, so you’ll be in good company if you do nothing. But do you need an Estate Plan? If you answered “yes” to any of the questions above, then the answer is a resounding YES.

Meet Your Legal Team

Suzann Beckett

Leading Attorney | Founder

Rebecca M. Vicente

Estate Planning Attorney

Erin Dunne

Paralegal

Meghan Diamond

Marketing & Administrative Assistant

Katina Smith

Client Advocate & Legal Intern

Get in touch!

Would you like to speak with one of our attorneys in regards to one of our practice areas? View our contact info below!

543 Prospect Ave, Hartford, CT 06105, United States

thethefrontdesk@beckett-law.com

(860)236-1111

Monday - Friday: 9AM -5PM
Saturday-Sunday: CLOSED