The Path to Your Plan
We walk through the planning process with you, so you can see how each part of the plan comes together.
We walk through your plan step by step, so you know what is in place, what may be missing, and how the right authority, instructions, and documents fit together.
01
Share A Brief Overview
Tell us what brought you here. We will take a look and let you know whether an introductory conversation makes sense.
02
Introductory Conversation
A short first discussion so we can understand your situation and decide together whether working with Vinebranch is the right fit.
03
Engagement Letter
If we decide to move forward, representation begins when an engagement letter is signed.
04
Strategy Session
Once engaged, we meet to understand your family, your concerns, and the plan that needs to be built.
05
Plan Design
We recommend an approach and explain the documents needed to carry the plan forward.
06
Document Preparation and Review
We prepare the documents carefully and review them with you so the plan is ready for signing.
07
Signing and Next Steps
We coordinate the signing and explain how to keep your plan working for your family as life changes.
01
Share a Brief Overview
Tell us what brought you here. We will take a look and let you know whether an introductory conversation makes sense.
02
Introductory Conversation
A short first discussion so we can understand your situation and decide together whether working with Vinebranch is the right fit.
03
Engagement Letter
If we decide to move forward, representation begins when an engagement letter is signed.
04
Strategy Session
Once engaged, we meet to understand your family, your concerns, and the plan that needs to be built.
05
Plan Design
We recommend an approach and explain the documents needed to carry the plan forward.
06
Document Preparation and Review
We prepare the documents carefully and review them with you so the plan is ready for signing.
07
Signing and Next Steps
We coordinate the signing and explain how to keep your plan working for your family as life changes.