Let’s get real for a minute. If you’ve worked with a lawyer before, this will sound familiar. You sit down with someone who’s supposed to guide you through what should be a straightforward process—estate planning. But instead, they wrap everything in complicated legal jargon, making you feel like you’re trying to solve a riddle. You nod along, maybe not fully understanding, but you’re doing what you’ve been told is the right thing for your family. So, you sign the papers, take home a binder of legal documents, and stick it in a drawer. You mark it off your to-do list and move on, assuming you’re all set. But then life happens. You vaguely remember being told to transfer your bank accounts into your trust, so you head to the bank. When you get there, you realize you can’t recall the details. You call your lawyer's office, leave a voicemail, wait for a callback, and days go by. Meanwhile, you’ve got other things to take care of, so that bank account never gets moved. Weeks later, a bill arrives for that 15-minute phone call you had. At that point, you think, “Well, I’m never calling them again.” Fast forward a few years. You refinance your house or sell it to buy a new one. You don’t remember that you need to update your trust. Life is moving quickly, and it slips your mind to update your estate plan. Your kids get older, and now your guardianship choices are outdated. But you avoid calling your lawyer because you know another bill is on the way if you do. And then, maybe you hear about a change in the tax law. You figure your lawyer would have sent you a letter if it mattered to you, so you let it slide. After all, the last thing you want to do is dig through that binder and track down the paperwork. It’s only later—when you’re incapacitated or gone—that your family finds the binder collecting dust. They open it, only to realize it’s outdated. Your life and assets have changed, but your plan hasn’t. Now your family is scrambling, unsure of what to do. And guess who gets to handle probate? The same lawyer who helped you create the plan that was supposed to keep your assets out of court.
How Do I Know All This?
I’ve seen it too many times. Clients come to me after having gone through this exact experience with another lawyer. But here’s the real story—years ago, I was helping a family where the patriarch, a business owner, had created what he thought was a solid estate plan. He had the binder, the documents, everything. But when he passed, the family discovered nothing had been updated in years. The business assets weren’t in the trust, and the family ended up in court, fighting for what should have been protected. That’s when I knew I had to do things differently. Estate planning shouldn’t be a set-it-and-forget-it process. Your life changes, and your plan should evolve with it.
Our Firm Prepares You for Life
What sets us apart is simple: we’re built with families like yours in mind. You’re busy. You’re building a life full of possibility and growth. You value efficiency, ease, and peace of mind. You want to ensure your kids, your parents, your assets—everything—is taken care of when it matters most. We understand that your estate plan needs to work not just on the day you sign it, but every day after that. You don’t want to leave behind a mess for your family to clean up. And neither do we. We’ve developed a system that makes sure you can access your estate planning lawyer whenever you need guidance—without worrying about surprise bills for every phone call or email.
Our Team is Here For You
Unlike the traditional experience, we actually encourage communication. We’re not running a stopwatch every time you have a question. Everything is billed on a flat-fee basis, agreed upon upfront, so you know exactly what to expect. No surprises. When you call our office, you’re not stuck waiting for days for a callback. You’ll get answers quickly from our team. And if your situation requires more in-depth discussion, we’ll schedule it at a time that works for you, ensuring you get the advice and support you need without wasting time going back and forth. We also go beyond just creating your plan. We make sure the important details—like funding your trust and updating it as your life changes—are taken care of, so your assets stay protected and your family stays out of court. Our membership programs keep your plan up to date, year in and year out. And when you do need legal guidance, whether for your estate or other matters, you’ll know you can reach us without hesitation.
We Help You Transfer More Than Just Money
Let’s talk about wealth. Financial wealth is important, but it’s not everything. What really matters—what your family will truly cherish—are the things money can’t buy. Your values. Your stories. Your insights. When you think about your grandparents, what do you really remember? Do you know what they valued most in life? What lessons they learned? Their favorite memories? Probably not. And that’s a shame because those are the things that connect us, generation to generation. We believe estate planning should go beyond just transferring financial wealth. It should capture the essence of who you are—your intellectual, spiritual, and human assets—and pass those on to the people you care about most. That’s why we include tools in every estate plan we create to ensure that your values, wisdom, and stories are passed on along with your financial wealth. With us, you’re not just planning for what happens when you’re gone. You’re preparing for life, ensuring that everything and everyone that matters most is taken care of. Let’s talk about how we can make that happen during your estate planning session.