Estate Planning

Meet • Design • Protect

Let us give you peace of mind.

Estate Planning is not only for those nearing retirement. With life’s many uncertainties, we recommend an estate plan for everyone! Every day you make decisions that keep your family thriving. From the little things (what’s for dinner) to the significant issues (buying a new home), life is more comfortable when you plan. Of all the plans you put into place, few will be as important as your estate plan.

At Loveland Law Firm, we know how overwhelming estate planning can be. What’s better for your family, a will or a trust? Whom do you name as guardian for your children? How do you ensure your child with special needs is cared for when you are not able to? Our goal is to clarify the process so you can make informed decisions, explain complex legal concepts in terms you can easily understand, lay out your options, and walk you through each step. With our carefully designed estate planning process, you’ll wish you’d started sooner.

We provide a refreshing and personable approach that is not typical in the legal industry. Our value delivered to our clients goes beyond a single set of documents. Your estate plan doesn’t just protect your assets at death. Your estate plan protects you while you are alive, and if you need help, it protects your family, avoids unnecessary taxes, and can ensure your legacy lives long after your death. By building relationships, we can help navigate the estate planning process to provide you with the peace of mind that your family will be protected, no matter what tomorrow brings.

Additionally, we realize that many people who enter a marriage have a limited understanding of what community property is and how it can impact them when divorcing or separating with children from prior marriages.

Estate Planning is a legal process that protects an individual’s assets and defines the financial dispensation to one’s spouse, children, or other family members. Your estate plan may include the creation of Wills, Trusts, Special Needs Trusts, Life Insurance Trusts, Powers of Attorney and Medical Powers of Attorney, Children’s Trusts for Gifting, Family Limited Partnerships and LLCs, Charitable Gifts and Foundations.

If needed, we put in place prenuptial or postnuptial plans to protect your assets before and after marriage. Suppose you don’t create an estate plan before or during a marriage. In that case, funds that are commingled may not belong to the individual who earned or inherited them, and children from a former marriage may lose the ability to inherit those assets.

Understanding the nuances involved in estate planning is a complicated matter best entrusted to an attorney who specializes in these matters. Kimberly Loveland of Loveland Law Firm will help you plan for the future—and that of your children—by adequately protecting your property and other assets you have acquired. Attorney Loveland is board-certified in Estate Planning and Probate law by the Texas Board of Legal Specialization and obtained a specialized master’s degree (L.LM.) in Estate Planning from the University of Miami School of Law.

The Estate Planning Process

We take pride and have a passion for our estate planning process; and it is our favorite thing to do. Our method ensures we get to know you, listen to your concerns, understand your needs, and make recommendations based on what best suits you. Each time we interact, our goal is to move one step closer toward completing your estate plan. We want to ensure that the process is as easy and painless as possible. We assist you with each step, and the result is a customized, tailored plan for your individual needs and wishes.

Here’s what to expect when working with us:

Initial Consult - Let’s Talk

You choose whether we start with an initial in-person meeting, phone, or video conference. We have clients all over the state of Texas and Florida and consult on matters throughout the United States and internationally. During your consultation, you will speak to Attorney Kimberly N. Loveland. Through your conversation, Kimberly will learn as much as she can about you and your needs for estate planning.

We'll discuss our general process, how we work with clients, and what your particular needs are. Kimberly's mission is to be your trusted advisor, so you'll have an in-depth conversation with her about you, your loved ones, and your goals, hopes, and concerns. We will get a grasp on your net worth, assets, and family dynamics. This meeting is a perfect time for all parties to determine if we are a good fit.

During your consultation, Kimberly will explain what occurs under various situations for your estate and provide options for different levels of estate planning. Kimberly wants you to understand your options and what they mean as well as how your fee changes with the possibilities. You might want a formal plan, opt for a very basic plan, or you might decide you want a higher level of protection. Protection is especially important if you have minor children or a blended family. You will have the information you need to make that decision and to understand the related fees.

The consultation is one hour, and Attorney Loveland will advise what plan would best meet your goals. The consultation fee is $300 and will be credited to any estate planning work done within 60 days of the consultation. We will answer any of your questions you have at this time.

After our meeting, you will compile any information requested and return it by an agreed-upon date. We prefer that you complete our estate planning questionnaire before this initial consultation. All information is personal and confidential.

Design and Draft a Customized Plan 

We will discuss various options regarding the distribution of your assets, who will make decisions for your estate after you pass or become incapacitated, advocate for your medical needs, care for your children, etc. We provide various choices and make recommendations for your particular situation, taking into consideration all legal issues.

At the end of the meeting, we will have a clear blueprint that we will use to draft your documents and send you any homework for decisions to be made or documents to gather for review.

Our office will send you the necessary engagement letters and fee agreements for electronic signature. Suppose you decide to retain the Loveland Law Firm. In that case, we dive into the details of your specific needs, discuss various options with you, and start drafting your documents according to your particular plan. Our office will be in contact with you as we work on your plan. You will receive your draft documents for review.

Review and Sign Your New Plan

Once you review the documents, we can make changes to your estate plan to ensure they meet your needs and wishes. If you have questions, we will have a phone or online meeting to review your documents, answer all of your questions, and make any necessary changes to the documents. You will then book a time to sign your estate planning documents. Typically you will sign your documents at Loveland Law Firm.

We understand that sometimes situations mean a client cannot meet with Kimberly in person to sign a new plan. In such unique circumstances, Kimberly will visit clients in their home, the hospital, or a long-term care facility. Additional fees will apply for travel time and time away from the office. These issues will be addressed on a case-by-case basis.

When you come in to sign your plan, Kimberly will review it with you. She will highlight critical provisions, ensure that they meet your goals, and understand your estate plan. With the proper witnesses and notary, you and your spouse will then formally sign your new estate plan. Your plan will be scanned, so you have secure electronic copies. Our firm will prepare your originals in an estate planning packet and let you know when everything is ready for pickup.

Asset Alignment and Making Sure Your Plan Works

At your signing meeting, we will also discuss how to align your assets with your estate plan and provide you with detailed instructions for handling each of your assets, including account titling and beneficiary designations. We are also available to assist as you go through the asset alignment process. If you own real estate that requires retitling, we will ensure that your deeds are correctly recorded. Once the deeds are recorded, we will provide you with the originals. As part of the process, we will coordinate with your financial advisors and CPA to ensure that all of your assets, properties, and businesses are effectively aligned and appropriately titled to work with our designed plan.

As with most things in life, the law also changes. And, as to be expected, families and assets change, too. It is imperative that you keep your documents up to date. We are always here to help make these updates and guide you through the constant changes in life and the law.

Peace of Mind - Come back to visit us!

We want to be your trusted advisor and are here to serve you. We are open and honest with our process and do for our clients what we would do for our own family. You will have peace of mind knowing that a Board Certified Estate Planning attorney did your estate plan with knowledge and compassion.

Please do not hesitate to contact us at any time with questions or concerns related to your estate plan we put into place. Please contact us when a significant life event happens or if you decide you wish to make changes to your estate planning documents. At a minimum, we suggest visiting with us every three years to review your plan to ensure it aligns with your wishes and is up to date.

Because the law changes, and inevitably families and assets change, it is necessary to ensure your estate plan is kept up to date. All too often, an estate plan that is entirely appropriate at the time it was drafted becomes woefully out of date by the time it is put into place, resulting in a method that doesn’t work when it needs to.

We believe that a relationship designed to ensure your plan is updated as your family changes, the law changes, and your assets change is the process necessary to give you the peace of mind that your plan will work when it’s needed. You will need estate planning documents, but to make sure your family is taken care of when it matters, you need to make sure the plan is kept up to date.

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