By now you've seen that Life & Legacy Law Office, P.A. 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.
Call our office at (904) 694-2555 to schedule your personal Family Wealth Planning Session. Ask to speak with our Client Services Director who will schedule the most convenient appointment time available for you with our expertly trained Personal Family Lawyer. We see new clients on Mondays to make planning as convenient for you as possible.
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. How Much Does a Family Wealth Planning Session Cost?
After scheduling your appointment, you will receive your Family Wealth Inventory & 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 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.
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:
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 your Personal Family Lawyer® can design a plan for your family right away.
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.
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.
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.
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!
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.
You'll be amazed at how easy and painless the entire planning process will be for your family.
We've priced our estate planning for you and your family at the intersection of affordability and effectiveness.