getting started is as easy as 1, 2, 3...
Plan Today, Protect Tomorrow.
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Meet with Kendra to design and implement your Plan - What to Expect the Day of Your Life and Legacy Planning Session
- To identify whether there is a good fit between you and Strong Law, and...
- To educate you about the law and what would happen if you died with your current (or no) plan in place so you can make the most informed and best decisions for your family.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together, with Kendra’s guidance, make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family will be taken care of when something happens to you.
Assuming that we determine there is a good fit between our law firm and your family AND that you identify specific ways you would want things to happen that are different than what you currently have in place, we will design a plan for your family right away.
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Prepare for your Life and Legacy Planning Session
After scheduling your appointment, you will receive your secure link to our Legacy Vault to complete the intake paperwork prior to your Planning Session. Feel free to call the office at any time if you need assistance or have any questions at all.
If you have existing estate planning documents, please make sure that we have them in our office at least a week before your meeting so that I can review them prior to meeting with you.
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Schedule Your Life and Legacy Planning Session
Call our office at 303-900-8819 to schedule your personal Life and Legacy Planning Session or book a free 15-minute discovery call with Kendra to learn more about the next steps to securing your legacy.
When you schedule your personal Life and Legacy Planning Session, we block 2 hours on our calendar so Kendra can focus entirely on you and your family during this time. We will send you information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During your meeting, Kendra creates a safe space to gently guide you to 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 roadmap to get that plan in place as easily as possible.
Once we have completed the design of your plan, we will schedule a meeting for you to sign your planning documents approximately 4 weeks later.
what happens next?
Our easy-to-understand process of reviewing your documents with you makes it clear 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 family are protected as discussed during your design meeting.
If you are ready to get started…
Peace of mind unlocked!
At our final meeting during the planning stage 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 with our guidance. We review your asset spreadsheet with you and 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.
We are always here for you and don't charge for phone calls or emails. We welcome your communications at any time! You'll be amazed at how easy and painless the entire planning process will be for your family.
