By now you’ve seen that working with our office is something special and because you love your family, you know your family deserves the kind of protection, guidance and love we provide for a lifetime.
It’s important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much.
We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you.
It’s the perfect combination of efficiency and warmth.
The planning process itself begins with an initial meeting, the Family Wealth Planning Session.
If you don’t see a date or time that works for you, or if you would like to meet at a different location, such as your home, your office, or even your financial planner’s office, email us at firstname.lastname@example.org or call us at 949-514-8842 or 530-581-5455 and we will try to accommodate your request. We also offer Virtual Planning Sessions via Skype or phone for your convenience.
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. You will receive a welcome packet with information to complete before our time together, which will help you begin the process of getting your legal and financial life in order.
During our meeting, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a road map to get that plan in place as easily as possible.
Clients routinely say “wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
Your Estate Planning Session
We ask that you secure your appointment with a credit card. If you cancel your appointment within 4 days prior to the scheduled appointment, you will be charged the retainer fee. We understand that this policy of securing an appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week.
What to Do Prior to Your Family Wealth Planning Session
Shortly after scheduling your appointment, you will receive access to your Online Welcome Packet, Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office prior to your Session either by mail, fax or electronic mail. Feel free to contact us at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least 3 days before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Personal Family Wealth Planning Session
On the day of your meeting, please expect to spend up to 2 hours with us. The initial meeting with Jill has two purposes:
- To identify whether there is a good fit between you and the attorney who will become your Personal Family Lawyer and…
- 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 and then together with Jill’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and Jill can design a plan for your family right away. We will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs – our fees begin at $2,000 and they are all-inclusive, so there are no surprises) and you and Jill will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
What Happens Next?
Once you and Jill have completed the design of your plan, we will make arrangements for you to sign your planning documents approximately 4 weeks later.
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 our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
In most law firms, the relationship ends there.
But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different.
After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, we create an electronic record of all of your legal documents and then schedule a legacy appointment with you. This is one of the most important meetings of our process because it’s where we:
- ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste);
- make sure everyone you’ve named to take care of your kids, the money you are leaving behind or you if you cannot care of yourself knows just what to do, if and when something happens;
- capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.
- And this is where we make sure you understand everything we’ve put in place for you and your family.
We ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our annual programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.
You’ll be amazed at how easy and painless the entire planning process will be for your family.
Not Ready to Schedule Your Planning Session?
If you know that your family deserves the kind of protection, guidance and love we provide for a lifetime, but you aren’t ready to schedule your Planning Session at this time, sign up for our newsletter now:
Still have questions? No problem, that’s why we’re here. Contact us and we’ll be happy to answer any questions you may have.