What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®

Working with a Personal Family Lawyer® is different than meeting with a traditional lawyer, so even if you have met with an estate  planning attorney before there are probably some differences that are important to know ahead of time. To begin with, our initial consultation is markedly different than a typical estate  planning attorney.

For them, an initial consultation would be a meet-and-greet where the lawyer informs you the documents they’ll prepare for you and how much that will cost you. As a result of such a meeting, you may find it difficult to know exactly what you need for your unique family situation and how to make the right decision. You may end up making your decision solely on the price of the documents. Unfortunately, this will likely lead you to make choices that won’t actually serve and protect your family and assets.

That’s why, in contrast, our initial meeting with you is a two-hour working session, called a Family Wealth Planning Session™, where we educate you to enable you to make a solid decision for your unique needs.

We begin before we ever meet; we’ll send you a personalized package of materials that will guide you in locating and listing each of your assets prior to the Family Wealth Planning Session. It turns out that many people do not have a clear awareness of what they own or where to find their assets. This is the reason there are more than $58 Billion of lost and unclaimed assets held by state and federal agencies.

We know you haven’t devoted years of your precious time and energy to build your family wealth only for your heirs to lose track of it when something happens to you, so whether you decide to create a full plan or just redesign the one you have, at the very least after our initial consultation your family will know what you have and how to locate it should anything happen to you.

During your Family Wealth Planning Session, we’ll guide you through a complete understanding of what would happen to everyone you love and everything you own should something happen to you—whether it’s under your current plan or the plan the state has for you if you don’t have an estate  plan. This way you can see exactly what changes you would need to make to ensure your actual desires are fulfilled.

Finally, if you do decide to create a plan or redesign an existing one, you can select the type of plan you want based on the different packages we’ve created, which allow you to literally choose your fee based on what’s most important to you, what’s not important to you, and with a clear understanding of the impact of your choices.

At its core, our Family Wealth Planning Session is a true educational opportunity for you to ensure you’re doing the right thing by your loved ones. This investment of your time now will save your family countless hours of heartache and work down the road.

We’d love to meet with you for a Family Wealth Planning Session. Simply give us a call to get scheduled. It’s our mission to keep the families in our community out of court and conflict, and it all starts with a Family Wealth Planning Session. Your family is worth it.

This article is a service of Levi Alexander, Personal Family Lawyer®. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Family Wealth Planning Session, ™ during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session at no charge.