Keep things simple and
actually document your plan.
Not exact matches
Well,
actually, it's based on one line of that first screenplay where the rebellion leaders, with the Death Star's
plans in tow, inform the pilots that a great many people sacrifice their lives to obtain these
documents.
There are some projects at Sega, for instance, that don't
actually have
planning documents — sometimes the developers just keep working out their ideas until a game gradually takes shape.
I don't see too much that is very controversial in this
document itself — it
actually looks to me to be a pretty solid
plan on managing communications.
What Estate Map is not is a tool for
actually creating estate
plans or estate
planning documents.
So I pushed the firm hard: to establish practice groups; to
actually track revenue stats by those business units; to have the firm set targets for lawyers and practice groups so we could better budget (both revenue and expenses); to develop
documented business goals for the firm each year; to send regular surveys to our clients to track how we were doing; to develop target client lists and pursuit
plans; to create a client service program; to identify and maintain our referral sources, and target and pursue more of them.
Ensure you have a
documented game
plan for each, and a budget to ensure you have the funds to
actually go after the work.
If you think about hourly rates for attorneys, you can see that a $ 500 estate
planning service will translate into less than a handful of hours spent
actually looking at your
documents and helping you set up the right
plan.
As a starting point, it's important to look at the group term
plan document so you understand what amount and kinds of compensation are
actually covered.
Yes, you and your spouse do need to
actually negotiate the terms of the division of the
plan either through the assistance of a mediator or retained attorneys, but realistically, your involvement in the construction of this
document is simply a formality in both approving the language as written and signing the Order.
If you choose to establish a «checkbook control»
plan with an advisory firm, and you identify a firm that
actually provides meaningful support as opposed to a discounted «
document mill», you will have a good bit better access to education than with a custodian, but you will still want to be sure to have your own independent counsel.