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Hiring a trusted counselor for you and your family should not be as impossible as it seems. We promise to deliver the advice you want, the legal protections you need, all in a relationship you can trust.

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Free 15-Minute Consult

Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.

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Family Wealth Planning Session

The Family Wealth Planning Session is a two-hour working meeting (or two 60-minute meetings) during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy).

Then you will tell us what matters to you most about your life and legacy, and together we will design the most effective and affordable plan for you and the people you love. 

The fee for this meeting is $750.

If you would like us to waive the Planning Session fee, all you need to do is commit to getting a little educated and completing your “Personal Resource Map” before our meeting, and submitting it at least 48 hours before your meeting so we make the best use of our time together.

If you would prefer to not submit homework ahead of time, you are welcome to pay for the Family Wealth Planning Session and we will credit the Planning Session fee to any additional work we do together after the Planning Session.

We do recommend you attend one of our free trainings prior to your Family Wealth Planning Session, and we will reward you with $1,000 toward your work with us if you do. Register for our next training session here.

Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows, or if you do not complete your Personal Resource Map in time as noted above.

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Please complete the form below if you would rather connect by email. The staff will respond within 48 hours. Please do not send personal info, including bank accounts, usernames, passwords, or other sensitive information.

WELCOME TO OUR UNIQUE PROCESS

Family Wealth Planning Session

During our first meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for family in case of any emergency. Plus, we will review the state’s default plan for you, and if you do not prefer that, we will review how to get the right plan in place for you and your family.

Review and Finalize Your Choices

After your planning session, we will send you a complete list of all of the choices and decisions you made about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions we discussed together. You will have the opportunity to do a review and then finalize everything so that we can start drafting your plan.

Sign Your Personalized Estate Plan

During your signing “ceremony” (yes it is official-feeling!), we will review all of your legal documents together and we will point out exactly where we personalized important legal language specific to your family and decisions. If we meet in-person, we will arrange the notary and witnesses for you. If we meet virtually, we will print and mail your full estate plan to you for signing and easy return back to us so that we can process everything.

Fund Your Living Trust

The most important step of any estate planning process is to make sure you have updated ownership and beneficiaries of your assets in alignment with your Last Will or Living Trust. We go over exactly how you do this, both for your existing assets as well as new assets you acquire over time. Once you fund your Living Trust, you can rest assured knowing everything will pass to your family just how you intend.

Record Your Family Wealth Legacy Interview

The hallmark of an estate plan created with your neighborhood Personal Family Lawyer is our Family Wealth Legacy Interview process. We will give you ideas on things you want to record in a loving video for posterity, including important values for your children or loved ones, what matters most to you, words of wisdom, and anything you want your family to know about your final wishes.

Inform Your Key People About Your Plan

And after your plan is complete, you want to make sure the key people named in your plan have exactly what they need to act in both an emergency and also for any ongoing administration of your estate. We help you inform the key people with the right information at the right time so that they are not caught off guard if and when anything happens to you.

Check In Over Your Lifetime

Finally, what matters most to us is that we maintain a lifelong relationship with you over time. We know your life will change and the law will change. Your estate plan is not a “one and done” task – it is an evolving responsibility to your family and loved ones. We help make sure that you know exactly when your plan might be disrupted based on life events and the law by staying in touch with you over time and being here for you to update your plan when you need it.

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Avoid The Six Mistakes Most Families Make When Choosing An Estate Planning Attorney

Did you know that many families fly in the dark when it comes to securing their legacy for their loved ones? You can avoid these mistakes today by discovering exactly what to consider when hiring the best estate planning attorney for your family.

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