“I’m Ensuring Your Estate Plan Stays Up to Date, Giving You Discounts on Future Legal Services, and Guiding You to Create a Real Legacy for Your Family!”
There’s a dirty little secret in the estate planning industry and one we’ve become more and more glaringly aware of over the past few years. It affects you and your family and it’s time you knew about it.
Estate plans being put in place by “traditional” lawyers are destined to fail! In fact, your estate plan is at risk right now.
Because you probably have had changes in your life, there have been changes in the law, and your assets have changed and yet you have not updated your estate plan (most likely). What that means is that the planning documents we created for you are out of date and likely to fail when your family needs them.
The old, outdated, way estate planning lawyers run their businesses is the reason for this, but I’m going to fix it. Let me explain…
Most lawyers bill on an hourly basis, which discourages you from calling the office. In fact, I have no doubt that since you were last here, there have been many changes in your life. But, you didn’t contact me because you were afraid of what it would cost you. I understand!
The traditional estate planning model requires you to proactively contact me when things change in your life, the law changes or your assets change. But, you’re busy and keep putting it off thinking you’ll get to it later.
The traditional model focuses on estate planning documents that pass on your financial wealth with minimal court involvement and estate taxes, but far too often don’t focus at all on your most valuable wealth – your values, insights, stories and experience assets – and leave your family at risk of in-fighting and heartbreak after you are gone.
Well I’m not in the business of putting in place estate plans that are destined to fail! I am here to help you and make a difference in your life.
So, for years now I’ve wracked my brain to figure out how I could really make a difference in your life, help you create a real, tangible legacy for your loved ones, ensure your estate plan stays up to date and provide you with ongoing legal services all without charging you hourly fees. Frankly, I was stuck.
Then, I met another attorney who had the exact same idea and created a program in her own law firm that worked and when I heard how she was creating a whole new business model for lawyers I knew I had to become part of it.
In the last several months, I’ve become certified as a Personal Family Lawyer® Family Business Lawyer® and I’m really excited about it because it’s the perfect solution to all of the problems created as a result of the old, outdated ways of the traditional lawyer.
As a Personal Family Lawyer®, I’ve committed to entirely eliminate hourly billing in my office (other than when required by a Court for accountings in probate or guardianship cases), ensure my client’s estate plans work throughout their lifetime and give my clients affordable access to their own personal lawyer throughout life before making any financial or legal decisions.
How will I do this?
By implementing a brand new program you are going to love. It’s called our “Family Wealth VIP Membership Program” and it will radically transform the way you make financial and legal decisions for your family going forward.
You can be part of our Family Wealth VIP Membership Program
Because the program involves a significant amount of personal service from me and my team, I cannot allow an unlimited number of clients to participate in the program. As a valued past client, I want you to have priority access though, so please respond as soon as possible.
- 50% discount on routine updates and amendments
- Free Annual meeting with attorney (compared to every 3 years for non-members)
- Free Healthcare documents for college-aged children and immediate family members age 65 & older
These are just a few of the many benefits of our Family Wealth VIP Membership program.
There are many additional benefits that you can review on the attached Family Wealth VIP Membership program schedule of benefits. The annual benefits of these programs far exceed the nominal annaul fee.
Clients of our Trust and Wealth Plans get One Year FREE!
Our annual fee is only $199, while the potential savings are thousands!. If you decide to join in the future, you will need to pay an updating fee to enroll in our membership program, so please don’t delay.
In the meantime, we’d love to hear from you if you have any questions about the program. Please complete the following 2 forms and send back to our office for enrollment.
For questions call our office at 972-292-7675 or email me at email@example.com.