How Our Law Firm is Different
During the traditional experience, you'll go in and meet with a lawyer who will often make things seem very complicated and confusing. You'll have a good idea that the lawyer is smart and seems to know what she's doing, so you'll nod and answer questions, as if you understand everything. But you really don't...
You'll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE and never think about it again.
You might remember your lawyer said something about moving your bank accounts into the trust. So you'll go to the bank, forget what you were supposed to do, call your lawyer's office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you'll have gotten busy with other things and never get around to moving that bank account.
A few weeks later, you'll get a bill in the mail for $100 for 15 minutes of your lawyer's time for answering a couple of questions. You'll make a mental note – don't call the lawyer ever again.
Several years later, you'll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you don't want to call your lawyer because you know you'll get a bill in the mail two weeks later.
It's not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they'll realize your plan is so outdated that it has nothing to do with your life, your assets and the law.
Your family is at a loss. They don't know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
Our Firm Helps You Prepare For Life
What makes our firm different is that we are here not just to create a set of documents you will likely never update or look at again, we are here to ensure your loved ones have someone to turn to when you are no longer here. And, to support you in planning for not just legacy (what you leave behind when you are gone), but for life as well.
We've been told by many of our clients that the experience of considering their own death before and during their Family Wealth Planning Session, in the way we take you through the experience, offers a deeper and better experience of life afterwards.
You want to make sure your children would be taken care of in the best way possible and will be properly prepared to receive your wealth, when it is time.
Family Wealth is so much more than financial wealth. It really encompasses everything you care about even more than money, your values, insights, stories, experience — your intellectual, spiritual and human assets.
As part of our Planning process, we guide you to consider and plan for those most often lost assets. It's baked in.
We encourage communication with our clients. In fact, we've thrown out the time clocks so you never have to be afraid to call with a quick question (or even a not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
And, we ensure the most important details of your planning are followed through on and help you make sure your plan continues to work throughout your lifetime.
Most lawyers only focus on transferring your financial wealth to the next generation; we focus on identifying and building your Family Wealth during your lifetime and leaving a legacy of love that goes far beyond money, after you are gone.
We've developed a tool that allows us to pass on your whole Family Wealth, including your Intellectual, Spiritual and Human assets. I can't go into the details here, but we'll definitely talk about when you come into meet with me.
We look forward to seeing you and caring for your family soon!
PS – if you think this all sounds expensive, well, you are right and you're wrong. The Family Wealth Planning Session is worth its weight in gold because you'll immediately feel clearer than you ever have before about what you really need and what you don't really need when it comes to the lifelong well-being and care of your family. And, you'll only choose to invest in work beyond the Planning Session if doing so would save your family more money than it would cost. Plus, we've made creative financing available to our clients so it can be affordable to all who want to be well-prepared for a life and legacy worth leaving.