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. Or, they may feel that a one-size-fits all approach is easy enough and works for most. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
When lawyers do not take the time to listen and consider a family's personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and may not work when your family needs it most.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.
Sage Legal, LLC is right for you if you want to know that your plan will actually work when you and your loved ones need it the 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 find plenty of other lawyers out there who will cost less for a less comprehensive plan.
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.
In 10 minutes, this FREE website will help you protect your kids if something unthinkable happens to you prior to creating your formal estate plan. Think of it as the first step to ensuring your kids are raised by the people you want, in the way you want, no matter what.
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.
Learn the 6 Common Mistakes People Make When Hiring an Attorney.
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