Straightforward Estate Planning Process
Start the Conversation
After a conversation to discuss your family situation and the costs and benefits of estate planning, I will meet with you at a time and location that is convenient for you for a detailed conversation about your family and goals. Based on this conversation, I will provide comprehensive recommendations regarding your family’s needs, potential pitfalls and available solutions, including estate planning options, re-titling of assets, tax planning and life insurance planning. At this time, I will also provide an exact fee quote for my services so that there are no surprises or confusion regarding costs. I will also provide you with a written summary of our engagement.
Receive and Review Your Drafts
Once you have engaged me to serve your estate planning needs, I will personally prepare your documents and provide you drafts of the documents along with a summary letter to simplify your review.
Finalize and Execute
Once I have addressed any questions or changes you may have, I will finalize the documents and meet with you to formally execute them. Your estate plan is effective at that point. I will continue to guide you through the funding of your trust and any other questions you may have.
Areas of Practice
Why contact Manish?
Expertise
My extensive experience with all matters related to estate planning allow me to recognize the issues that are most important for you and your family and prepare the estate plan that serves your needs in the most efficient manner possible.
Flexible Scheduling
I am happy to meet with you at a time and location of your convenience, including evenings and weekends. I have office locations throughout Chicago and the surrounding suburbs or am happy to meet at your home or office.
Personal Touch
I value efficiency and responsiveness and believe direct contact with your counsel is crucial. When you work with me, I will be the one meeting with you, preparing your documents and answering your questions through the entire process.
Testimonials
“Thank you so much for meeting with us and walking us so smoothly through the estate planning process. It really was significantly more painless than we expected. You’ve helped us secure our family’s future, and for that we are grateful.”
- Estate Planning, Young Couple
“Thanks for all your help putting these together. Your input and support made this whole experience much easier than I expected.”
- Estate Planning, Individual
“We appreciate very much all of your wise counsel and look forward to working with you for many years to come.”
- Estate Planning, Family
“Thank you so much for making this all happen for both my Mom and me. Your quick responses, patience and clear answers made this really easy.”
- Estate Planning, Son & Mother
“You have spent a lot of time explaining things to me–sometimes having to repeat things–and you have always been patient and kind in doing so. Because of you, I have a better understanding of what I am dealing with…Thank you so very much for everything!!!”
- Probate of Mother's Estate
Affiliations
