What to Expect at Your Session?
By now you know how that we are a different kind of law firm than the traditional firms. We deliver personalized legal planning in an open, relaxed, and comfortable process without the stuffy pretention nor billable hours. You shouldn't have to be worried about us billing you ever minute we talk! We know that your family is the most important thing in your life and it deserves the kind of protection, guidance and love we provide for a lifetime.
Schedule Your FREE Family Wealth Planning Session
Call our office at 541-632-4313 or request a free consultation to schedule your personal Family Wealth Planning Session. We will schedule the most convenient appointment time available for both of us, usually about two weeks from your call.
Prepare for the Session
About 2-3 days after scheduling your session, you will receive a Priority Mailer with your Family Wealth Inventory and Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, fax or electronic mail or we will need to reschedule your 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: to educate you (a) about estate planning and our process and (b) about what would happen if you died with your current (or no) plan in place. (Why is this important?)
Once you have chosen the design of your plan and agree to the fee, then a time will be scheduled for your Signing Ceremony approximately 4 weeks later.
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. In the near future we plan on offering Membership programs, allowing you will have an opportunity to have your plan reviewed on an annual basis, and we will provide your family with a number of other valuable services-we will let you know when this is offered!
Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications! You’ll be amazed at how easy and painless the entire planning process will be for your family. Call us today at (541) 632-4313.