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Currently Enrolled Participants

For those that have attended our Pro Bono Supplemental Needs Planning Program presentation and wish to participate in the planning portion of the program, the following are the steps to complete the process.

These deadlines are for attendees of the September 28, 2019 presentation.

1.

1.

Step

Submit engagement letter and first two pages of tax return

Upload

Deadline

October 5, 2019

Comments

May be submitted at the presentation or uploaded at TaxReturn.rivkinprobono.org.

2.

Complete detailed intake form

Intake Form

October 7, 2019

You will need to click on “Register” in order to create an account and begin filling out the intake form. Please complete every applicable question on the form.

3.

Schedule two meetings:

  • 15-minute phone consultation
  • 1‑hour signing meeting
Schedule now

October 14, 2019

Please note that this is a different site than is used for the intake form. You will need to sign up as a New Customer.

The phone consultation must take place between November 4 and November 14.

The signing meeting must take place between December 2 and December 18.

4.

Obtain change-of-beneficiary forms

November 1, 2019

Obtain change-of-beneficiary forms for any life insurance policies, IRAs, and other retirement plans (such as 401(k) plans) that you have.

5.

Review:

  • Document choices
  • Estate plan illustration
  • Memoranda

Prepare list of questions and e-mail them in advance

Before your phone consultation

The documents to review will be e-mailed to you.

Please carefully review these documents and prepare any questions you have for your phone consultation.  If possible, please e-mail your questions to us in advance of your call.

6.

Complete draft change-of-beneficiary forms and submit them to us to review with you during your signing meeting

Upload

November 25, 2019

Forms submitted after this date will not be reviewed.

Using the instructions provided in our asset titling memorandum sent to you before your telephone conference, do your best to complete the forms and send us a draft copy so that we can review them with you at your signing meeting.  Do not submit the forms to the individual companies until after you have signed your estate planning documents with us.

Note that this will be your only opportunity to obtain our assistance in completing any required change-of-beneficiary forms.

7.

Meet to review and sign documents

December 18, 2019

The meeting will take place at our office.

8.

Update the titling of your assets and your beneficiary designations

January 18, 2020

Although this is not a fixed deadline, our experience suggests that you will be more likely to complete this step if you adhere to this timeframe.