HOW TO GET STARTED
By now you have seen that we are different than your typical lawyer and because you love your family and want to keep them out of court and out of conflict when something happens to you, you are ready to take the first steps to get a plan in place.
You know your family deserves the kind of protection, guidance and love we provide for a lifetime.
Now, as you get started, it is important that you know how we work because we do things a bit differently here than at other law firms.
You have three options for your next step:
You can schedule your Estate Planning Consultation and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
You can schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind your family is covered.
HOW LONG IS THE WEALTH PLANNING SESSION?
We block two hours on our calendar for your Estate Planning Consultation and we can focus entirely on you and your family during this time.
In advance of your meeting, we will send you a package of information to review and complete before our time together, which will help you begin the process of getting your legal and financial life in order.
HOW MUCH DOES THE WEALTH PLANNING SESSION COST?
Our Estate Planning Consultation is valued at $500, or if you have existing estate planning documents that you are wanting us to review and potentially incorporate, this meeting is valued at $750.
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.
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.
WHAT TO DO PRIOR TO YOUR WEALTH PLANNING SESSION
After scheduling your appointment, you will receive your asset evaluation and other important information that you will want to review and complete prior to your personal Estate Planning Consultation.
WHAT TO EXPECT
On the day of your meeting, please expect to spend up to two hours with us.
By looking at what would happen under your current plan, you can identify what you would want to happen differently. Then together with our guidance you can make the decisions necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of court and out of conflict when something happens to you.
WHAT HAPPENS WHEN I TAKE MY ESTATE PLANNING BINDER HOME?
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 Compass Rose 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.