Because I have seen countless clients come in to see me who have had this exact experience elsewhere. 

Unfortunately, what I realized is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 80 and 90-year old’s who were preparing for death.  While that is good and important. This model doesn’t serve the vast majority of people who still need planning for their life.

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity. My guess? In this season, you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind. 

You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens. 

That is our focus as well. We’ve developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.

Finally, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.  

Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? 

If you are like most people, you know very little. That’s why we build an opportunity to capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.

We’ve developed a space that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets.  I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Life and Legacy Planning Session. Book Your Planning Session here now. 

We look forward to seeing you and caring for your family soon!

And if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that advanced planning is substantially less costly than it would be for your family if you became incapacitated or die with a plan that doesn’t work or if you don’t have a plan in place at all.

Here Are Some Of The Ways We Are Different From Most Other Estate Planning Lawyers

1 All of our fees are fixed fees agreed to in advance. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.

2 We keep you informed and make sure your plan works when it is needed. We do not just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your children’s well-being is properly planned for, and we ensure everyone you have named in your plan knows what to do if anything happens to you.

3 We review your plan at least every three years for all clients, and annually through our Family Wealth VIP Membership Program. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change: you change, your assets change, your family changes, and the law will definitely change. When planning with us, your plan will keep up with those changes.

4 We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime, to make the planning process incredibly easy and painless for you and your family.

5 We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and planning for retirement so you never spend more than you have to or get taken advantage of by unscrupulous sales people.

6 We have been specially trained as a Personal Family Lawyer® to plan for your life and death, and to ensure that if you have minor children, they are never raised by anyone you wouldn't want or taken into the care of strangers. And if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training or inclination to do.

7 We promote legacy planning because it’s about a lot more than money. We believe that planning is about much more than just the transfer of your financial wealth. For each client, we walk you through a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets - who you are and what’s important to you.