How We Are Different
Explaining to you how we're different requires an explanation of what the “traditional” experience with a lawyer is like. If you've worked with a lawyer to prepare estate planning documents for you in the past, this may sound familiar.
During the traditional experience, you'll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.
You'll have a good idea your lawyer is smart and seems to know what they are doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you'll have the lawyer prepare documents for you and you'll sign the documents, feeling relieved you've taken care of THAT.
You'll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
You might remember your lawyer said something about moving your bank accounts into your trust so you'll go to the bank, forget what you were supposed to do, call your lawyer's office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you'll have gotten busy with other things and never get around to moving that bank account.
A few weeks later, you'll get a bill in the mail for $70.00 for 12 minutes of your lawyer's time for answering a couple of questions. You'll make a mental note– don't ever call the lawyer again.
Several years later, you'll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you don't want to call your lawyer because you know you'll get a bill in the mail two weeks later.
You'll hear something about a change in the tax law, but you figure you'd surely get a letter in the mail from your lawyer if it was something that affected you, so you don't worry about it. And, you'd have to dig through boxes to find your trust documents so you could remember your lawyer's name and find her contact information. Who has time for that?
It's not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they'll realize your plan is so outdated that it now has nothing to do with your life, your assets or the law.
Your family is at a loss. They don't know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How do I know all this?
Because I've seen it happen to my friends and countless clients who have come to us from other attorneys. They come to us because the other attorney's office shut down or because they decided that after their experience probating mom's will there had to be a better way.
Unfortunately, what I discovered is the estate planning industry was not designed to serve the entire spectrum of adulthood - from growing families who experience lots of change on their way to success to the older adults who were preparing for death. It was primarily designed for the latter.
Our Firm Prepares You for Life
What makes our firm different is that we are here not just to create a set of documents you will likely never update or look at again, we are here to ensure your loved ones have someone to turn to when you are no longer here. And, to support you in planning for not just legacy (what you leave behind when you are gone), but for life as well.
We've been told by some of our clients that the experience of considering their own death before and during their Family Wealth Planning Session, in the way we take you through the experience, offers a deeper and better experience of life afterwards.
We are also different because our systems 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 and 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. Or, you want to make sure your children and grandchildren will be properly prepared to receive your wealth, when it is time.
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 systems to give you the same access to a Personal Family Lawyer® that was previously only available to the super-wealthy. As a result, you can have the guidance you need to build and maintain a life of prosperity and wealth and 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. Better yet, we can help you even if you've already worked with a traditional lawyer or created documents online.
Our Team Is Here for You
We encourage communication with our clients. In fact, we've thrown out the time clocks, so you never have to be afraid to call with a quick question. All of the estate planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won't have to wait hours or days for a phone call back. You'll get your question answered right away. And, if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer®, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
As your “funding coordinator” we help to ensure your assets are owned the right way throughout your lifetime and none of your assets will go through a long, expensive court process or be lost to the state because no one knew where to find them after your death.
We've created programs to keep your plan up to date year in and year out as well as give you access to our trusted team of legal experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don't know why, and I don't know when, but when you do, you will be grateful you can call on us and we'll be here to advise you or get you out of a jam.
We Help You Transfer Your Family Wealth
Lastly, we believe your financial wealth is only a small part of your overall family wealth which also includes your far more valuable intellectual, spiritual and human assets – and these are most often lost upon incapacity or death. These assets are what make you who you are and sum up what's most important to you. A survey of inheritors has revealed that these intangible assets are what your heirs care about - even more than inheriting your money.
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 learned during their lifetime?
If you are like most people, you know very little. That's why we build the 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 ones care about the most.
We've developed a tool that allows us to capture and pass on your whole family wealth, including your intellectual, spiritual and human assets. I won't go into all of the details here, but we'll definitely talk about it when you come in for your Family Wealth Planning Session.
We look forward to seeing you and caring for your family soon!
P.S. – if you think this all sounds expensive, well, you're right and you're wrong. The Family Wealth Planning Session is worth its weight in gold because you'll immediately feel clearer than you ever have before about what you really need and what you don't really need when it comes to the lifelong well-being and care of your family. And you'll only choose to invest in work beyond the Planning Session if doing so would save your family more money than it would cost. Plus, we've made financing options available to our clients so it can be affordable to all who want to be well-prepared for a life and legacy worth leaving.
P.P.S. We are just a phone call away at (817) 261-5000 or you can click the following link to set up a FREE 15 minute consultation. Make sure you mention that you have reviewed this page. We're ready to answer whatever questions you have.