At MEG International Counsel, PC, we not only take the time to educate and inform our clients of the details of each transaction, but we take the time to visit with the clients to get to know them and their families better and learn their concerns, goals, and objectives. We answer all of their questions and address pressing issues in order to deliver optimum results.
For every matter, we follow a five-step process to ensure the highest level of service.
First Step: A Planning Session
This planning session includes a telephonic, videoconference, or personal meeting with the clients and any advisors they want present. In this meeting, we will take the necessary time to get to know them, understand their present situation, and at the same time give clarity to their future. We will begin to design and establish the objectives, options, and possibilities of their planning. After this session, we will establish a fixed fee for the anticipated work and set a date for payment once it has been communicated to the client.
Second Step: Design Stage
During this step, the attorneys, advisors, and staff of MEG International Counsel, PC assigned to the case will continue to collect all the detailed information required for meeting the goals established in the planning session. This step may require several meetings with the clients or their advisors, although one or two meetings is the norm. After completing the collection of information, we will commence drafting and preparing all the relevant documentation specific to the client's situation.
Third Step: Signing Session
In this session, we will meet again with the clients over videoconference or around a conference table to finalize and sign the required documents to implement their strategy, plan, or matter. Also, in an attempt to be more efficient with the time required to complete a plan, we will have a Notary Public present to acknowledge the signatures in the documents that require it. If we meet long-distance, we will deliver all the documentation to the client via courier service for their execution and return to our offices.
Fourth Step: Delivery
Once all the property transfers, changes to the banking or financial entities’ registers, and filings with the appropriate government authorities are complete and all the funding work for the estate plans has been finalized, the clients will receive their documents in a portfolio or special binder, as well as in digital form on a personalized USB flash drive.
Fifth Step: Maintenance
Although we may have the knowledge regarding the applicable law, taxes, techniques, and planning strategies, the reality is that we don’t know, and can’t anticipate, when the clients might become incapacitated or die, when the laws are going to change, when the clients will add or subtract assets, when these assets will be consumed or be substituted, what the family dynamic will be in the future, or when the client’s priorities might change. Therefore, beginning with the delivery of their documents, all planning clients automatically join our annual maintenance plan MEG Cares℠ and are signed up for an annual membership with DocuBank®. After the first year, clients have the option to continue as members of MEG Cares℠ and pay for the annual membership. For more information, please consult the MEG Cares℠ tab above.