Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this may sound familiar.
During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing. You’ll have a good idea that the lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved that you’ve got that taken care of.
You’ll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE and never think about it again.
You might remember your lawyer said something about moving your bank accounts into the trust. So you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, and by that time, you’ll have gotten busy with other things and never get around to moving that bank account.
A few weeks later, you’ll get a bill in the mail for $87.50 for 15 minutes of your lawyer’s time for answering a couple of questions. Or maybe just for listening to your voicemail without even calling you back. You’ll make a mental note – don’t call lawyer ever again.
Best-selling Book on Legal Planning for Parents – Our Gift to You Here
A fast, FREE, friendly and essential guide to legal planning for busy families.
Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later. And they’re getting older, so odds are they’ll be ok and make it to 18 before anything happens to you and then they won’t need a guardian anyway.
You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it. And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information. Who has time for that?
It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has very little relevance to your life, your assets, or the law.
Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
Because I have litigated cases in probate court and seen plans that have failed. I have also heard countless stories from clients and friends who come in to see me who have had this exact experience.
Unfortunately, what I discovered is much of the estate planning industry is not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80 year olds preparing for death.
What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity, and you value ease, convenience, and efficiency (not to mention a long term relationship with a lawyer you know and come to trust).You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn't want, and that your teens and adult children are properly prepared to care for you and what you leave behind.
You want to feel confident that you've made the right choices, and handled everything so that you aren't leaving behind a mess, when something happens.
That is our focus, as well. We’ve developed unique systems to give you the same access to a Family Business Lawyer as was previously only available only to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you've already worked with a traditional lawyer or created documents online.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We have a “funding coordinator” to ensure your assets are owned the right way throughout your lifetime and that your most important assets do not end up going through a long, expensive court process or get lost to the state department of unclaimed property because they were missed after your death.
We’ve created unique maintenance programs to keep your plan up to date year in and year out. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam. Or get you to the right person for whatever that problem may be.
Lastly, we know that your financial wealth is only a small part of your overall “Family Wealth,” which is made up of your far more valuable—and most often lost upon incapacity or death—intellectual, spiritual, and human assets. These assets are what make you who you are, and sum up what's most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It's just not a priority, until it's too late. How much do you know about your grandparents' values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?
If you are like most people, you know very little. That's why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories, and your experience - the truly valuable assets your loved ones care about the most. Book Your Planning Session here now.
We look forward to seeing you and caring for your family soon!
PS – If you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet with a Family Business Lawyer®, that planning is substantially less costly than it would be for your family if you become incapacitated or die with a plan that doesn't work or if you don’t have a plan in place at all. I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. We’ve made creative financing available to our clients on an as needed basis that prioritizes their most important objectives because we know that this planning is the foundation for a life of success!
Learn the 6 Common Mistakes People Make When Hiring an Attorney.
Let me help you protect the people and things you love to make sure they stay out of Court and out of conflict.
Enter your name and email address so we can send it to you. We will never spam you.
111 Water St
Exeter, NH 03833
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.