It’s Easier Than You Think

 

By now you've seen that Entrusted Legacy Law 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. 

 

If you are ready to schedule, you can use this link to schedule with us online. You’ll note there that you can schedule a quick 15-minute phone call to learn more about us before your Life & Legacy Planning Session. During this call we will get to know you as well as educating you about our firm, our process, and our fees. If we seem like a good fit for you, we can then get you scheduled for a Life & Legacy Planning Session. 

 

How Long Is A Life & Legacy Planning Session

 

When you schedule your personal Life & Legacy Planning Session, we block 90 minutes 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.

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How Much Does a Life & Legacy Planning Session Cost?

 

Our Life & Legacy Planning Session (valued at $750) doesn't cost you anything. Our rule to waiving this cost is that you must do your homework head of time and ensure your spouse attends the meeting with you. 

 

We understand that our process may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we ask that you let us know immediately of any scheduling conflicts that arise on your end so that if something comes up and you can't attend your appointment, we will have enough advance notice to open the slot to a waiting family.

 

What to Do Prior to Your Life & Legacy Planning Session

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After scheduling your appointment, you will receive your Life & Legacy Inventory & Assessment and other important information that you will want to review prior to your personal Life & Legacy Planning Session. We must have your Life & Legacy Inventory & Assessment 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 Assessment or have any questions at all.

 

If you have existing estate 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 Life & Legacy Planning Session

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On the day of your meeting, please expect to spend up to 90 minutes 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 office 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 our guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of Court, and out of conflict, when something happens to you.

 

Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and our office can design a plan for your family right away.

 

What Happens Next?

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Once you and Ashley have completed the design of your plan, and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.

 

We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.

 

We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

 

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.

 

What Happens After I Sign My Estate Planning Documents and Take Them Home?

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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 Life & Legacy 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.

 

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.

 

If you're ready to start the process with your free 15-minute intro call, call us at (412) 347 - 1731 or schedule online here.