Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like.
During the traditional experience, you’ll go in and meet with a lawyer. You’ll have a good idea that the lawyer know what he is 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 feel relieved that you’ve got that taken care of.
You might remember your lawyer said something about moving your bank accounts into the trust but do not want to call because you know you a week later you will a get bill in the mail. You note to yourself to never call your attorney again because of the bill you just got.
A year or two later you hear about a change in the tax law, but you figure that you don’t want to get another bill in the mail so you don’t call your attorney and figure that if it is so important he will surely contact me. The thing is that it is important and but often time attorneys don’t keep their clients informed of changes to laws.
It’s not until you become incapacitated or die and that your family looks through your estate plan and finds out that it is out of date, your estate plan does not reflect your current life situation, your assets or the law. The thing is that it’s not you but your family who will have to clean up the mess. They will have to spend a lot of time a money to wind down your estate.
I have seen this happen to many families and know that all this pain and inconvenience could have been avoided by hiring an attorney who is devoted to developing an attorney client relationship for life.
Our Firm Helps You Prepare for Life
Unfortunately, what I discovered is the estate planning industry is designed to serve 70 and 80 year olds who were preparing for death but not people at other stages of their life such as starting a family, going through a divorce or getting remarried.
What makes our firm different is that we understand you are BUSY, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to make sure your children and loved ones are taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.
That is our focus as well. We’ve developed unique systems to give you, so you can have the guidance you need to build and maintain a life of prosperity and wealth.
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. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.