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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.

Your Appointment Options

You have three options:

You can schedule a free 15-minute phone consultation to learn more about us and get a few preliminary questions answered.

You can schedule your Family Wealth Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed, and make empowered decisions for the people you love.

You can schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind that your family is covered.

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 valued at $750, or if you have existing estate planning documents that you want me to review and potentially incorporate, this meeting is valued at $950.    

 

If during your Planning Session you choose to move forward and we help you design a comprehensive plan, your session fee is applied to the legal fee to create or update your estate plan. In some circumstances, we will waive the planning session fee especially if you have watched one of our quick webinars. Getting pre-educated ahead of time saves us time and that saves you money. Contact us to find out more.

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 Planning Session so that we have time to review your information and provide the most valuable counsel we can during your Planning Session. 

 

Otherwise, we may need to reschedule your 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 Signing Ceremony where you can sign your complete estate plan.

 

At your Signing Ceremony, 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 Take My Estate Planning Binder Home?

After you take your estate planning binder home with you, 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 have an opportunity to review your plan every single year and 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.

NO TIME FOR MISTAKES

 

Learn the 6 Common Major Mistakes Hawaii Families Make When Choosing an Estate Planning Attorney

Let me help you protect the people and things you love to make sure they stay out of Court and out of conflict. 

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CONTACT US

 

810 Richards Street,

Suite 770,

Honolulu, HI 96813

(808) 725-3456

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All information available on this website is for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. The use of and access to this website or the transmission of information via email or through this website does not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party. Transmission of information via email or through this website may not be secure, therefore confidentiality cannot be assumed.  By using this website or transmitting information via email or this website, the user agrees to this information being collected, stored, or transmitted to a third-party.

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