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bascomlaw.com TESTIMONIALS Bascom Law 1TESTIMONIALSAt Bascom Law, we appreciate your wisdom and foresight in creating an estate plan that protects your loved ones and your legacy. We are honored to have helped each and every one of our clients gain peace of mind, knowing their wishes will be carried out in the manner of their choosing.Here are some kind words our clients have shared about their experience with our law firm.Shelly J. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abMy husband and I needed an Estate Plan for our family and our children. We wanted the security of protecting our assets officially. We have known this firm for many years and appreciate it is a local family owned business. We were very well attended to by Mike Bascom and his efficient Bascom Law team! They explained the complex legal options to us and helped us organize a life-long plan for our family%u2019s needs. Being a nurse, I know the need to have thorough medical documents in place - and this office prepared them quickly. Mike and his team were creative in their approach to our estate plan. We are amazed at their expertise and will be lifelong clients! We highly recommend them to everyone!Lori K. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abBascom Law helped us set up a solid estate plan. They took the time to get to know us and to understand our unique situation, then they provided the best possible plan. They are truly experts in their field.Randy S. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abWe had a great experience with Bascom Law. They answered our questions and provided an estate planning solution that met our needs. We will be using them in the future for any updates as well.Stephen W. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abMy wife and I feel that having a professionally prepared and updated will and trust is essential. We have been clients of Bascom Law for quite a number of years, and they have done a good job helping us with our will and trust. They do periodic reviews of our documents and make necessary changes to keep everything current.Should something happen to one or both of us, we know that Bascom Law will be there to help us and/or our family. I strongly recommend that you have an updated will and trust, and I highly recommend that Bascom Law assist you in this process.Robert C. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abWe had a relatively complex estate planning need that Bascom Law helped meet.The attorneys and staff were thorough, polite, and informative. Our estate plans were well thought out and explained thoroughly. When the time comes, our families will have a clear path to follow to handle our estates.Agnes H. | %uf0ab%uf0ab%uf0ab%uf0ab%uf0abMy husband and I met recently with Mike Bascom, and he truly made the estate planning process not as intimidating as I had imagined. He was an excellent listener and had several suggestions/solutions to accommodate our needs. We then met with Brad, who also had the same patient listening bascomlaw.com MEET THE TEAM AT BASCOM LAW Bascom Law 1At Bascom Law, we pride ourselves on our knowledgeable, professional, courteous, and compassionate team. Every staff member is dedicated to assisting you in every way possible. Meet the people who are here to help you protect your legacy.MEET THE TEAM AT BASCOM LAWMike BascomCEO, Founder & Senior AttorneyMike Bascom, the CEO and founder of Bascom Law, brings extensive experience and dedication to helping clients with advanced tax plans, business succession/exit plans, and irrevocable trusts. His leadership and expertise ensure that every client receives top-notch service tailored to their unique needs.OUR SERVICESYou want an estate plan because you value securing your future, protecting your loved ones, and managing and distributing your assets in the manner you choose. At Bascom Law, we are here as your trusted partner, whose goal is to ensure every aspect of your legacy is well cared for. Our process begins with understanding you%u2014your values, concerns, and goals. We listen carefully and ask the right questions to uncover what matters most to you. This personalized approach ensures that we recommend the exact documentation and services you need to carry out your wishes effectively.We offer a range of specialized services designed to address your unique needs and goals. Here%u2019s how we can help:Estate PlanningYour estate plan is the foundation of your legacy. We work with you to create a comprehensive plan that reflects your values, safeguards your assets, and provides for your loved ones. Under this umbrella, our services include:Inheritance/Legacy Planning:Ensure your assets are passed on according to your wishes, preserving your legacy for future generations.Probate Avoidance:Streamline the transfer of your assets without the delays and costs of probate.Guardianship/Conservatorship Avoidance:Protect your autonomy and ensure that your wishes are followed without court intervention.bascomlaw.com OUR SERVICES Bascom Law 1bascomlaw.com WHAT HAPPENS WHEN YOU SAY YES TO BASCOM LAW Bascom Law 1When you partner with Bascom Law for your estate planning, you%u2019re saying yes to peace of mind. When you choose Bascom Law, you%u2019re taking a crucial step toward securing your legacy and protecting your loved ones. Here%u2019s what happens when you work with us, laid out in clear, simple steps.Assessing Your Current Assets and Estate Planning NeedsOur first goal is to clearly understand your financial landscape and your wishes moving forward. This includes a detailed list of your physical, financial, and digital assets. We take the time to understand your unique situation so we can create a plan that truly reflects your desires.Steps to Move Forward with Your Plan1. Detailed Asset Assessment: We begin by assessing your current assets. This includes everything from your home and investments to your digital accounts and personal belongings. We need a complete picture to ensure every aspect of your estate is covered.2. In-Depth Questions: We will have a list of questions for you. These questions are designed to understand your exact wishes regarding your assets and how you wish to distribute them.WHAT HAPPENS WHEN YOU SAY YES TO BASCOM LAWbascomlaw.com WHAT HAPPENS WHEN YOU SAY YES TO BASCOM LAW Bascom Law 3What You Can Expect of Us:%u2022 We will keep your information private.%u2022 We will explain everything as simply as possible.%u2022 We will return your phone calls within 2 business days.What We Expect of You:%u2022 You will provide all requested documentation.%u2022 You will speak up if you don%u2019t understand something.%u2022 You will keep us informed of any changes in your situation.During this call, your intake specialist will explain what it will take to work with us. If you feel we%u2019re the right fit, you can schedule the next step%u2014the %u201cEducation, Counsel, and Design Meeting%u2122%u201d (ECD%u2122). Once you schedule, you%u2019ll receive preparation materials to be ready for this important meeting.Meeting #2: Education, Counsel, and Design Meeting%u2122 with Our Attorneys (Mike or Brad)%u2022 Purpose: You will educate one of our attorneys on your unique family situation and financial circumstances.%u2022 What Happens Next: Based on your input, our attorney will provide tailored legal counsel. If you%u2019re ready to proceed, we will begin designing your custom Estate Plan.%u2022 We Take it From There: We handle the creation of all the documents and forms you need, making sure everything is legally sound and comprehensive. This includes trusts, wills, and other essential documents.Meeting #3: Your Delivery Meeting%u2022 Who You%u2019ll Meet: This meeting will be with one of our Attorneys (Brad or Mike).%u2022 What Happens Here: