Estate planning is essentially a way for you to legally tell the government, specifically the court system, “I don’t need you” to supervise my medical or financial affairs if I can’t make my own decisions or if I die. I have someone nominated to make my decisions and I have specific directions on how I want those decisions made.

Got Will? Unfortunately, according to AARP, 60% of us haven’t even done a Will yet.

Whether it’s the investment of time or money or the fear factor of talking about death and dying, most people just don’t make the investment to plan ahead and thousands of dollars are wasted in unnecessary court proceedings when they become incapacitated or die.

That’s why we created our proprietary estate planning processes: Family Foundations, Family Wealth, and Plan By Design (keep scrolling for details). We keep your investment of time and money aligned with your needs and the complexity of your choices. Family Foundations and Family Wealth planning are ideal for most clients and come with an all-inclusive fixed fee. Our Client Coordinator—who is not an attorney—can provide a fee quote quickly, saving you time instead of waiting for an attorney’s availability.

For clients considering Family Wealth or Plan By Design, we offer a Strategy Session with one of our estate planning attorneys. This session allows you to start your Education and Plan Design process for a minimal, no-risk fixed fee—fully refundable if you don’t feel you received exceptional value.

Plus, we keep our meetings light and informal, with a heavy portion of compassion and a touch of humor. Contact us now for your initial consultation with our Client Coordinator.

Can’t I just download a form online? The problem with this is you will not always know which form applies, what parts need to be added or edited and whether or not it will actually meet legal scrutiny when you need it. Most people, even the ones that use lawyers for estate planning, don’t understand what they are signing and according to Forbes, a lack of understanding is a classic estate planning mistake.

Your understanding is key to your plan’s ultimate success. We take the time to explain the estate planning “tools in the toolbox” at all of our new and update plan meetings. We draw concepts out on our dry erase board so you visual learners don’t have to just listen to us drone on about abstract concepts. Our goal is for you to be educated about your plan so that you understand what it’s doing for you, and why that particular type of plan was appropriate for you. Contact Us now for a free call with our Client Coordinator to learn which estate planning program is right for you.

When it comes to decisions with consequences this serious, you want to use an expert that has years of experience behind them, is focused on the niche and is actively doing multiple estate plans each week, year in and year out.