Before explaining how Cross Law is different, it’s helpful to look at the traditional estate planning process. Typically, when you meet an estate planning lawyer, you’ll nod and answer questions, without the lawyer taking the time to explain things fully. Later on, you might have a question, but you don’t call because you know you’ll get billed for it. Then, a year or two later, you’ll hear about a change in the tax law, but again, you don’t call with questions because you don’t want another bill. You tell yourself, if it’s important enough, the lawyer will contact me. But the call never comes.
It’s not until you become incapacitated or die that your family learns your estate plan is out of date, and doesn’t reflect your current situation, your assets or the law. Your family is left to clean up the mess.
That’s not the experience you’ll have with us. Here’s what makes us different:
1. We develop attorney-client relationships for life.
The traditional estate planning industry is designed primarily to serve those who are preparing for their own passing. Cross Law helps people at all key life stages, such as starting a family, divorcing or getting remarried.
2. We believe in personalized service.
This is not an impersonal, one-size-fits-all experience. Our approach is built around you – we first determine your individual needs, desires and values, then tailor your plan to best fulfill your dreams.
3. We keep you informed and make sure your plan works.
We make sure your assets are titled correctly; we make sure your kids are planned for; and we ensure everyone named in your plan knows what to do should anything happen to you.
4. We review your plan regularly.
We’ll review your plan at least every three years to make sure it’s still working for you. You can also opt for an annual review through our Family Wealth VIP Membership program.
5. We help you get your legal and financial house in order.
We’ll help 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 salespeople.
6. We offer Legacy Planning.
We believe that planning is about much more than the transfer of your financial wealth. With all of our plans, we include a process to help you transfer what truly matters – your intellectual, spiritual and human gifts – to your loved ones.
7. We provide unique systems to guide you.
We know you want the estate planning experience to be as easy and convenient as possible. We’ve eliminated the pain of the traditional model by developing unique guiding systems for a life of prosperity and wealth.
8. We won’t surprise you with added fees.
We’ve thrown out the time clocks. 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 no surprises.