How To Get Started
Getting Started is as easy as 1, 2, 3

Step 1: Schedule your Life and Legacy Planning Session

When you schedule your personal Life and Legacy Planning Session, I block 2 hours on my calendar so I can focus entirely on you and your family during this time. I 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 our Planning Session, I will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you today. And then we will look at what you want to happen instead and I will help you create a roadmap to get that plan in place as easily as possible.

Step 2: Prepare for your Life and Legacy Planning Session

After scheduling your appointment, you will receive a link to our online vault to complete your Personal Resource Map (“homework”) and other important information that you will want to review prior to your Life and Legacy Planning Session. Providing this information prior to our Session allows me to provide the most valuable counsel and education during your Planning Session. Feel free to call or email me at any time if you need assistance completing the Personal Resource Map 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 a week before your meeting so that I can review them prior to meeting with you.

Step 3: Meet with Kendra to design and implement your Plan

What to Expect on the Day of your Life and Legacy Planning Session

On the day of your meeting, please expect to spend up to two (2) hours with me. This initial meeting has two purposes:

1. To identify whether there is a good fit between you and I, and…

2. To educate you about the law and what would happen if something happened to you with your current (or no) plan in place, so you can make the most informed and best decisions for you and your family.

By looking at what would happen under your current plan, you can identify what you would want to happen differently. Then together with my guidance you can make the decisions necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be taken care of when something happens to you.

Assuming there is a good fit between my 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 schedule a meeting for you to sign your planning documents approximately 4 weeks later.

I 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 estate planning documents, your assets and your family are protected. We will also discuss how to properly title your assets to ensure your plan will keep your family out of court and conflict.

I see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your plan.

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. This process is referred to as Funding the Trust and it is an important task to complete to ensure that your plan does not fail.

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 like discounted or complimentary updates to your estate plan, and so much more.

Finally, we are always here for you and we do not charge you for phone calls or emails.

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 Life and Legacy Planning Session soon.

How Much Does The Life and Legacy Planning Session Cost?

Our Life and Legacy Planning Session is valued at $750, or if you have existing estate planning documents that you are wanting us 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 and instead you can secure your appointment time with a credit card number to hold your appointment time to the exclusion of others.

So long as you keep your appointment time as scheduled, nothing will be charged to your card. If you must cancel for reasons other than emergency or illness, we ask that you do so at least one week ahead of time so that we may open our calendar to other waiting families. We are always happy to reschedule free-of-charge due to emergency or illness.

We understand that this policy of securing your 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 we limit the number of new clients we see each week.