Before Hiring an Estate Planning Lawyer
Understand the Difference
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 an impersonal experience.
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 And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.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.
If what you want is a plan in place that will make things easy for your loved ones no matter what happens then, Cross Law is the right fit for you.
Ways we are different:
- All of our fees are fixed fees agreed to in advance, so there are no surprises.
- We keep you informed and make sure your plan works. We make sure your assets are owned in the right way, we make sure your kids’ are planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.
- We review your plan at least every 3 years or annually through our Family Wealth VIP Membership program. We foster a lifetime, ongoing relationship with our clients and when things change we will be there to help.
- Your questions will be answered quickly and free of charge.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 makesmart 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.
- 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.