Our Process Begins with a Family Wealth Planning Session.
Before the session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Three Levels of Planning
Estate planning at Schwartz Legacy Planning, LLC. is not one size fits all. We’ll review these 3 options during your Family Wealth Planning Session and you’ll choose the plan that’s right for you.
For the family who is not concerned about their assets going through the court process called probate upon death, but does want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
For the family who wants the total assurance and peace of mind knowing your family will stay out of court and conflict upon your death or in the event of incapacity. You also want to ensure assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. PLUS everything included in the Family Plan.
For the family who wants the total assurance and peace of mind of the Trust Plan AND also the comfort of knowing that asset transfers have been handled with assistance from our office, so nothing is left out or lost because you got too busy.
This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
How much does it cost?
Generally, our fees start around $2,000 and go up to around $8,000 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process.
We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.
There truly is no one size fits all choice. Instead, we have created a process to educate you so that you can make empowered, informed choices for the people you love. Our plans will ensure your family has somewhere to turn when something happens to you, giving you real security, not the false security that comes with a cheap set of estate planning documents.
With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Our Membership Programs
Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages. We see the signing of your estate planning documents as just the beginning of our relationship with your family. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
You will be able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
We often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.
Membership Benefits Include:
Annual Plan Review with Unlimited Plan Amendments
Our Team is Here for You.
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.
When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need a more in-depth legal or strategic call with your Personal Family Lawyer®, we’ll schedule it so we can make the very best use of your time.
We will follow up with you to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death. We make sure that none of your assets become part of the $58 billion of unclaimed assets across the United States.
Our membership programs will keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter.
More Than Just Your Money – Leaving a REAL Legacy
We believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they learned during their lifetime?
If you are like most people, you know very little. We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. We’ll go into all the details when you come in for your Family Wealth Planning Session.
Who We Help
We represent families throughout varying stages of life.
Family members or trustees carrying out the legacy left behind through a trust administration
Give Yourself Peace of Mind
Schedule a free 15 minute phone consultation with us to determine if a more in-depth meeting is right for you.