What to Expect the Day of Your Personal Family Wealth Planning Session
On the day of your meeting, please expect to spend up to 1.5 hours with your attorney. The initial meeting with your attorney has two purposes:
To guide you to become more financially organized and clear than you ever have been before, so you can finally relax around what you have and what you need; and
Give you clarity on how to make things as easy as possible for your loved ones after you are gone. Because no one wants to leave a mess for the ones they love.
By looking at what would happen under your current plan (or the State’s plan for you if you do not have a plan), you can identify what you would want to happen differently and then together with your Personal Family Lawyer’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
In the event that your Family Wealth Planning Session reveals specific ways you would want things to happen that are different than what would happen under your current plan or the State’s plan for you, you and your Personal Family Lawyer will design a plan to ensure everything goes as you choose.
Assuming there is a good fit between you and our firm, your attorney will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs – our fees are all-inclusive, so there are no surprises) and you and your attorney will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
In most law firms, the relationship ends there.
But we see the signing of these documents as the beginning of our relationship with your family.
With a carefully prepared estate plan in place, you can move forward into the future with the confidence and peace of mind that come with knowing that you have taken measures to ensure that your loved ones are not subjected to unnecessary stress due to legal complications after you pass away. In this way, estate planning is one of the most compassionate things that you can do for your family. It not only provides them with the benefits of your generosity, but also serves to prevent strife and conflict over inheritances by establishing clear and unequivocal directions concerning the distribution of your assets.