Hiring a trusted counselor for you and your family should not be as impossible as it seems. We promise to deliver the advice you want, the legal protections you need, all in a relationship you can trust.
Schedule A Consultation
Free 15-Minute Consult
Choose this option if you have not attended one of our educational events before. This brief call will make sure we have introduced ourselves “in person” before we dive into our personalized unique planning process, answered your initial questions, and made sure we are a good fit.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets (if you have no plan) or your existing plan (if you have one and want to know if it needs updating). You will submit your family details, and your existing plan documents, if any, in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows, or if you prefer not to submit your family details ahead of time and want to use our time together (up to you!).
As I’m sure you are starting to see, this is a real working meeting and not a “get to know you” sesion. You will leave here more financially organized than ever before and fully informed and empowered to make the BEST decisions for your family. Your ticket to getting it for no charge is submitting your family details ahead of time. That’s it!
WELCOME TO The UNIQUE PROCESS
Family Wealth Planning Session
During our first meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for your family in case of any emergency. We will review exactly what would happen to you and your loved ones today, either under your current plan if you’ve done planning in the past, or under the state’s plan for you, if you have not. You will let me know if what would happen now is okay with you and meets your current desires. If it is, great! You will leave our meeting with complete peace of mind. If you don’t like what would currently happen, then I will educate and empower you to put exactly the right plan in place for you and your family. You will know that your family will have as little to worry about as possible if something happens to you, and will stay out of court and out of conflict, if that is what you want.
Finalize Your Choices
After your planning session, we will send you a complete list and explanation of all of the choices and decisions you made about your estate plan. This includes a list of the key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions you made with our one on one guidance. You will have the opportunity to do a review and then finalize everything so that we can start drafting your plan.
Review and Sign Your Personalized Estate Plan
During your pre-signing “ceremony” (yes it is official-feeling!), we will review all of your legal documents together and we will point out exactly where we personalized important legal language specific to your family and decisions. If we meet in-office, we will arrange the notary and witnesses for you. If we meet virtually, we will print and mail your full estate plan to you for signing and easy return back to us so that we can process everything.
Fund Your Living Trust
The most important step of any estate planning process is to make sure you have updated ownership and beneficiaries of your assets in alignment with your Last Will or Living Trust and that your loved ones know exactly how to find everything if something happens to you (we will have created a complete list of your assets for you to make this very easy). We go over exactly how you do this, both for your existing assets as well as new assets you acquire over time. Once you fund your Living Trust, you can rest assured knowing everything will pass to your family just how you intend and nothing will be lost.
Record Your Family Wealth Legacy Interview
The hallmark of an estate plan created with us, your neighborhood Personal Family Lawyer, is our Family Wealth Legacy Interview process. We will give you ideas on things you want to record in a loving video for posterity, including important values for your children or loved ones, what matters most to you, words of wisdom, and anything you want your family to know about your final wishes. Your legacy is so much more than money, and our clients find that this one of the things they treasure most.
Inform Your Key People About Your Plan
And after your plan is complete, you want to make sure the key people named in your plan have exactly what they need to act in both an emergency and also for any ongoing administration of your estate. We help you inform the key people with the right information at the right time so that they are not caught off guard if and when anything happens to you.
Check In Over Your Lifetime
Finally, what matters most to us is that we maintain a lifelong relationship with you over time. We know your life will change and the law will change. Your estate plan is not a “one and done” task – it is an evolving responsibility to your family and loved ones. We help make sure that you know exactly when your plan might be disrupted based on life events and the law by staying in touch with you over time and being here for you to update your plan when you need it. We are YOUR personal family lawyer and your lawyer for life.
Avoid The Six Mistakes Most Families Make When Choosing An Estate Planning Attorney
Did you know that many families fly in the dark when it comes to securing their legacy for their loved ones? You can avoid these mistakes today by discovering exactly what to consider when hiring the best estate planning attorney for your family.