FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
DyalWolf provides full-service, fee-based estate planning/consulting service. We believe in providing efficient, effective, and affordable panning. Examples of our fee rates: 1) Health care document set: $395 2) Will & Financial Power of Attorney Package: $995 3) Dynamic Revocable Trust Portfolio: $2695 4) Advanced planning needs such as: Charitable lead or remainder trusts investment property protection multi-generational & legacy trusts trust administration trust tax accounting administration special needs trusts, Medicaid estate trusts Universal Guardian Trust (for parents with special needs children) Children guardianship trusts and more are available as needed.
- What is your typical process for working with a new customer?
Your first meeting is a free consultation to discuss your needs, goals, questions, and discuss probate in your State. Probate is simply the process your State has to close out someone's affairs. For some a Will is all that is needed, for others a Living Revocable trust may be needed. During the course of the free, 30-minute consultation you will be able to ask questions and find out what is best in your specific situation. From there we begin to set up your estate planning (the Will and/or Trust documents) and that takes about 60-90 minutes with an attorney to help guide you through the process and answer questions along the way. Some people will need to adjust their personal property deeds to secure them in the probate process. We are here to assist with that. Some people will need to set up a new business entity (LLC, S-Corporation, etc.) we also assist with that. Some people want to make sure their business they own is set up correctly. We help review businesses as well. This may involve recommendations for succession planning, valuations of business, buy-sell agreements, business assembly, tax mitigation, and more. In all these services we are here to help provide solutions in a quick, efficient, and affordable manner.
- What education and/or training do you have that relates to your work?
We are a full-service firm of Attorneys, Estate Planners, Accountants, and consultants. Our Mission is to help each client to protect everyone they love and everything they own. Our firm practices a fiduciary standard. Fiduciary means that we do what is in our client’s best interests. Our firm utilizes document software that has been servicing attorneys across the United States for the last 35 years. This platform makes it easy for clients to access, adjust, implement, and manage their estate plan. We are members of many local estate planning professional organizations and licensed and insured. Mike is an educator at heart. He teaches adult education classes at many local colleges and universities.