Family Wealth Planning Session

What to Expect

In the Family Wealth Planning Session, we will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

Call us to schedule your Family Wealth Planning Session today!

Couple during a Family Wealth Planning Session with Casey Schwartz

FAQ

How long is A Family Wealth Planning Session?

When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.

How much does a Family Wealth Planning Session cost?

The value of the Family Wealth Planning Session is $750, however if you agree to hold the appointment spot with a credit card and complete the homework in advance, you will not be charged for the session. 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.

What do I do prior to my Family Wealth Planning Session?

After scheduling your appointment, you will receive your homework and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your homework returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your homework or have any questions at all.

If you have existing estate planning documents, 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.

What can I expect on the day of my Family Wealth Planning Session?

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.

What happens after the Family Wealth Planning Session?

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.

What happens after I sign my estate planning documents and take them home?

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 VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will 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, faxes, or emails. We welcome your communications!

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

Hear From Our Clients

Pete

"Casey and her team made the process of legacy planning seamless. Casey walked us through the details of this legal process and broke it down into easy to understand steps. Casey cares about her clients and it shows in all of her interactions. Thank you Casey for your services!"

Pete

Josh

"At the end of the process, we feel comfortable that our children will be taken care of if something happens to us. I'm glad we chose Casey and Dave -- they're great, I highly recommend them, and now we have one less thing to worry about."

Josh

Sue

"Estate planning is never an easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting."

Sue

Ali

"Honestly, a really terrific experience with Schwartz Legacy. I feel like I walked away with 2 friends that have my back. They go above and beyond! The whole process was easy, it wasn’t confusing, and they do a legacy interview at the end (which is pretty unheard of amongst other ppl I know that have a trust… it’s a a top notch idea that I really appreciated). Would recommend Schwartz to anyone and everyone."

Ali

Give Yourself Peace of Mind

Call to schedule your Family Wealth Planning Sessions today.