We do things differently.
By now you’ve seen that Legal Journeys, LLC is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime.
It’s important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much.
It’s easier than you think.
Schedule Your Family Wealth Planning Session
Use this link to schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Family Wealth Planning Session. Choose the option that’s best for you. If you do choose the Family Wealth Planning Session, please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
You can also call our office at 256-850-3431 to schedule your personal Family Wealth Planning Session. We will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Lawyers. We see clients on Tuesdays – Fridays and we even have one Saturday per month available to make planning as convenient for you as possible.
How Long is a Family Wealth Planning Session?
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order.
During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
What to Do Before Your Family Wealth Planning Session
After scheduling your appointment, you will receive your Personal Resource Map and other important information that you will want to review prior to your personal Family Wealth Planning Session.
We must have your Personal Resource Map returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Personal Resource Map or have any questions at all.
If you have existing Wills and Trusts planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Family Wealth Planning Session
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
1. To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer® and…
2. To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current 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 (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.
How Much Does a Family Wealth Planning Session Cost?
Our Family Wealth Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime Will and Trust. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
If you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.
What Happens Next?
Once you and your Personal Family Lawyer® have completed the design of your plan, you will meet with our plan coordinator who will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.