Getting Started
We believe in being a resource for your family.
Getting Started
We believe in being a resource for your family.
At The Office of Antoinette Bone, we are here to work with you and your trusted advisors on all of your estate planning needs. If a more comprehensive approach that covers not only your financial concerns but also more personal matters, and one which recognizes that your goals may change over time is what you are seeking, contact us at 817-462-5454 or email us at [email protected]
Our Process
We have established a process designed to provide excellent service, promote the advantage of a holistic approach to estate planning as well as maintaining a long-term relationship with you.
Step 1 Discovery
Step 2 Design
Step 3 Implementation
Step 4 Maintenance
Making the First Appointment
If you are married, we request that both spouses attend the conference. The purpose of this meeting is to spend some time getting to know one another in order to determine not only your needs, but whether our firm is a good fit for you and you for us.
Your First Visit: Discovery
The Law Office of Antoinette Bone has developed an Estate Planning Form to assist our clients in gathering all pertinent information. You should send us the completed form at least two business days prior to your initial meeting. This will allow us to review your situation and expedite the planning process. During this meeting, we will discuss the options you have for obtaining your goals and decide which one will be best suited for you and your family. This conference will last approximately 60 minutes.
Following your appointment, The Law Office of Antoinette Bone will begin preparation of your estate plan along with all relevant estate planning documents. What those documents are will be determined by the planning goals, wishes, desires, and concerns you expressed during our Discovery meeting. Although there are certain basic documents everyone should have, every estate plan our firm creates is tailored to the specific needs of a particular client. These may include wills, medical directives, guardianship paperwork, trusts, or powers of attorney. They may also include documents for advanced planning, covering such matters as the care of those with special needs, charitable giving, business succession, as well as the transfer of tangible and intangible personal assets.
The Design Meeting
The Implementation Meeting
Moving Forward: Maintenance
Change in your personal life, as well as the law, will at some point necessitate the revisiting of your estate plan. It is for this reason that we have developed a legal long-term care plan called the “Lawyer for life” program. As a participant in this plan we will sit down together once every two years to review your plan to ensure that it not only still reflects your personal circumstances, but also that you are maximizing every opportunity to achieve your goals and minimize risk. This along with other special benefits will keep your estate plan current.
It is important to remain aware that not only do your circumstances change, but so do state and federal statutes. In that spirit, we will consistently keep you updated on changes in regulations that may affect your personal plan and offer regular tips and thoughts on how you may be able to take advantage of some of these.
Contact Us
Contact us now at 817-462-5454 or via email at [email protected].
“We believe in being a resource for your family.
“
Antoinette's Books

7 Steps to Handling Your Loved One's Estate

Surving The 'Sandwiched' Years

Veteran's Benefits: Are You Getting What You Deserve

Special Needs Planning
The Law Office of Antoinette Bone, PLLC
800 N. Industrial Blvd., Suite 106
Phone: 817.462.5454
Email: [email protected]
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