HOW TO START
Giving Your Family The Protection They Deserve
By now you have seen that we are different from your typical estate planning law firm and because you love your family and want to keep them out of court and out of conflict when something happens to you, you are ready to take the first step to get a plan in place.
You know your family deserves the kind of protection, guidance, and love this firm provides for a lifetime.
Now, as you get started, it is important that you know how we work because things are done a bit differently here than at other law firms.
That is why clients love us so much.
How Long is the Family Wealth Planning Session?
We block two hours on our calendar for your Family Wealth Planning Session so that we can focus entirely on you and your family during this time.
In advance of your meeting, we will send you a package of information to review and complete before our time together, which will help you begin the process of getting your legal and financial life in order.
During your Planning Session, we will guide you to gently look at what would happen to your loved ones and your assets if something were to happen to you today.
Then, we will look at what you want to happen instead and we will help you create a roadmap to get that plan in place as easily as possible.
How Much Does The Family Wealth Planning Session Cost?
The Family Wealth Planning Session is $750, or if you have existing estate planning documents that you want me to review and potentially incorporate, this meeting is $950.
We offer a very limited number of sessions per month that we are able to waive the fee for and we offer them on a first-come, first-served basis. Once they are gone, we don't add more, however, a paid session may still be available. Contact us to find out if we have any left for the month.
We provide our very best service to those families who are looking for a long-term relationship with a trusted advisor.
We expend most of our energy providing an exceedingly high degree of service to our existing clients and we limit the number of new clients we see each month.
What To Do Prior To Your Family Wealth Planning Session
After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review and complete prior to your personal Family Wealth Planning Session.
Your Family Wealth Inventory & Assessment is your pre-session “homework.”
We ask that you complete and return your homework to the office one week prior to your Family Wealth Planning Session so that we have time to review your information and provide the most valuable counsel we can when we meet.
Otherwise, we may need to reschedule your Family Wealth Planning Session.
Feel free to contact the office at any time if you need assistance completing your homework or if you have any questions at all.
What to Expect the Day of Your Family Wealth Planning Session
On the day of your meeting, please expect to spend up to two hours with us.
We have two goals at our meeting together:
1. To identify whether there is a good fit between you and our firm, and
2. To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently.
Then together with our guidance, you can make the decisions necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of court and out of conflict when something happens to you.
Assuming there is a good fit between the firm and your family and that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, we can design a plan for your family right away.
What Happens Next?
Once we have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection.
We will then schedule your Plan Review.
At your Plan Review, we have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with the firm.
Once you sign your estate plan, your assets and your family are protected.
We see this as only the beginning of our relationship.
Then at the final meeting during the planning phase of our relationship, we verify that all of your asset transfers are moving forward on track, whether we are taking the lead or you are taking the lead with our guidance.
We review your asset spreadsheet with you and ensure all of your questions are answered.
What Happens After I Receive My Estate Planning Portfolio?
After you receive your estate planning portfolio, the maintenance phase of your plan will begin.
At no additional charge, we will review your plan at least every three years and keep you informed about changes in the law and other issues that affect your family and your wealth.
If you participate in our Family Wealth VIP Membership Program, you will enjoy a host of other amazing benefits.
Finally, we are always here for you and we don't charge you for phone calls or emails. We welcome your communications.
Get Started Today
You'll be amazed at how easy and painless the entire planning process will be for your family and we would love to meet with you for your Family Wealth Planning Session soon. Contact us today.
