Family Wealth Planning Session

The value of the Family Wealth Planning Session is $750.  However, if you agree to complete some pre-meeting “homework” at least one week in advance of the session, we reduce the fee to $100. If you do not want to do the homework in advance, you have the option of paying the $750, and it will be applied to a future estate planning fee.

We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. 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 limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.

After scheduling your appointment, you will receive a link to our secure homework portal and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your homework completed at least one week prior to our meeting. Feel free to call the office at any time if you have any questions or need assistance completing your homework.

If you have existing estate planning documents, you can upload them into our secure homework portal as well.  Please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.

On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:

1. To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer® and…

2. To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Personal Family Lawyer’s guidance make the decisions that are necessary 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.

Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and your Personal Family Lawyer® can design a plan for your family right away.

Once you and your Personal Family Lawyer® have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.

We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.

We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.

After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in our FamilyCare Membership program, you will have an opportunity to review your plan on an annual basis and provide your family with a number of other valuable services.

Finally, we are always here for you and we don’t charge you for phone calls, texts, or emails. We welcome your communications!

You’ll be amazed at how easy and painless the entire planning process will be for your family.