Our Approach

At The Huizenga Law Firm, we’re redefining estate planning in Northwest Iowa.

For us, estate planning means helping you control your property while you’re alive and able. It means taking care of yourself and your loved ones if you become disabled. It means giving what you have to whomever you want, in the way you want, and when you want. Our planning helps save tax dollars and court costs, and our fixed—not hourly—fees help save on lawyer costs.

Your estate plan is just that: your estate plan. So let us help you achieve your goals with our painless LegacyGuard^TM Process.

LEGACYGUARD^TM PROCESS

wills · trusts · powers of attorney · advance directives

From your first contact with us, we’re working to make planning as painless as possible by helping you get comfortable with us, both personally and professionally. At the Mutual Interview, the most important thing is for you to get answers to your questions. We’ll also get to know each other, review your financial information, and talk about your needs and your family’s needs. Then we’ll end by reviewing our roadmap to a well-designed plan.

If you decide to engage us, we’ll prepare and mail you a proposal which recaps the highlights of our Mutual Interview, lists the tools we recommend for use in your estate plan, and provides an itemization of our fixed prices. At the Design Meeting, we’ll show you a visual presentation of your plan and ask you a variety of design questions designed to finely hone your plan to match your goals.

With your design decisions in hand, we’ll take the time needed to draft and customize each document in your estate plan. When you return to our office to sign your documents, we’ll review each document with you to ensure they work as you intended. Then, because your plan and your assets need to work together, we’ll also help you align your assets with your plan documents.

When you create a plan with us, you get all the benefits of our LegacyGuard^TM Program for the rest of the planning year, starting with a Family Care Meeting. At the Family Care Meeting, we’ll review your plan with your kids and advisors, discussing details like who is named as executor or trustee, what will happen with your assets, and, most importantly, how your plan reflects your goals.

Now that your assets and your estate plan documents are aligned with your goals, it’s important to make sure they stay aligned. That’s why we offer you a variety of benefits through our LegacyGuard^TM Program. As a member, you’ll keep your client portal, have access to our team for any questions or clerical changes to your plan, and we’ll work with you, your family, and your other advisors to keep your documents and your assets aligned with your goals.