Before Hiring an Estate Planning Lawyer, Understand The Difference
Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem with this approach is that the client has impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
Consequences When Attorneys Don’t Listen
When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your will and trust documents do not end up reflecting what your family really wants to happen. And, since there is usually no review or updating, your plan quickly becomes outdated and no longer works when your family needs it most.
So even though you may pay less up front to get a “standard set of documents” (or even documents that are customized for your family), things end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.
Our firm is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. Or you can go to a traditional estate planning lawyer.
If what you want is to know you’ve got a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then we might be the right fit for you.
So, before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family and your life, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.
Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.
How to Get Started
It’s Easier Than You Think
By now you’ve seen that Lexern Law Group 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.
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 that we can focus entirely on you and your family during this time. We will send you a package of information to complete before our meeting, which will help you begin the process of getting your legal and financial life in order. During our meeting, 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.