Getting Started

Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family. CONSEQUENCES WHEN ATTORNEYS DON’T LISTEN When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most. So even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief. WE LISTEN [ Name of Firm ] is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. Or you can go to a traditional estate planning lawyer. If what you want is to know you’ve got a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then we might be the right fit for you. HERE ARE SOME OF THE WAYS WE ARE DIFFERENT FROM MOST OTHER ESTATE PLANNING LAWYERS All of our fees are fixed fees agreed to in advance, so there are no surprises. 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. We keep you informed and make sure your plan works. We don’t 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 kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you. And, we make sure that none of your assets become part of the $58 Billion of unclaimed assets across the United States. We review your plan at least every 3 years 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; the law will definitely change. When planning with us, your plan will keep up with those changes. We have a whole team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime. 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 retirement planning so you never spend more than you have to or get taken advantage of by unscrupulous sales people. We’ve been specifically 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 to do. Legacy Planning. We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include 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. Before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family and your life, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone. Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.

​​​​​​​​Hey, congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easeful as possible. THERE ARE THREE OPTIONS FOR YOU TO GET OUR SUPPORT. CHOOSE THE ONE THAT'S BEST FOR YOU Schedule Free 15-Minute Phone Consultation Schedule 2-Hour Family Wealth Planning Session Schedule 2-Hours Existing Estate Plan Review [ Insert Scheduling Links For Each of the Above ]

As you can imagine, we get the question “how much should my estate plan cost” quite frequently. And, it’s a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family, and I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process. You see, this is exactly why most estate plans fail. Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them. If you’d like to read more about this, please read my article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.” [ Add Link To Article Behind Title ] In the meantime, here’s what I can assure you: We've priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you. Even if you never do any planning with us, the Family Wealth Planning Session alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have. Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity. If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals. Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price. And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions. Okay, now having said all that, you probably want to at least know a range of what estate planning will cost. With all of that background in mind: A Family Wealth Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time. If you’d like to do a little preparation ahead of time and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can follow the instructions and schedule here [ Insert Link ] and use the coupon code indicated to commit that you will do your homework and prepare for the meeting. That saves me time and saves you money. Our three levels of planning for a comprehensive plan (or update of your existing plan) range between [$2,000 and $8,000 EDIT PER ATTORNEY], for a married couple, depending on the choices you make during the Family Wealth Planning Session. If you are single, planning is discounted from there, appropriately. If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) here [ Insert Online Scheduling Link ]. [Insert Optin Page To Free KPP Landing Page Somewhere On The Page – Sidebar Or Bottom Of Page] In 10 minutes, this FREE website will help you protect your kids if something unthinkable happens to you prior to creating your formal estate plan. This of it as the first step to ensuring your kids are raised by the people you want, in the way you want, no matter what. [Yes! I Love My Kids] Button

Hey, congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. Learn what every parent needs to know... Register for our upcoming free presentation and we'll share with you the three biggest fears when it comes to doing this important legal planning, what happens to children and other loved ones when there is no planning or when the planning has missing pieces, and exactly what the process is and how much it costs (no holds barred). CLICK ON THE DATE THAT WORKS BEST FOR YOU AND YOU CAN IMMEDIATELY SAVE YOUR SEAT [ Insert Online Registration to Live Events and/or Webinars ] SPEAKING EVENTS Ask [ Insert Lawyer Name ] to speak at your local business or your next group event. [ Insert Lawyer Name ] has presentations ready about: Estate Planning 101 Protecting Your Kids Through Estate Planning Children's Guardian Nomination Workshop Charitable Giving Something Special For Your Group? Just Ask! [ Insert Presentation Request Submission Form ]