Getting Started is as easy as 1, 2, 3…
Schedule Your Family Wealth Planning Session
Call our office at 210-920-5661 to schedule your personal Family Wealth Planning Session and one of our team members will schedule the most convenient appointment time available for you with, me - Amanda, trained Personal Family Lawyer. Or you can go straight to our booking calendar here to schedule your Family Wealth Planning Session.
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so Amanda 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, I 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.
Prepare for your Family Wealth Planning Session
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. 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 I can review them prior to meeting with you.
Meet with your Attorney to design and implement your Plan
What to Expect the Day of Your Family Wealth Planning Session
On the day of your meeting, please expect to spend up to (2) two hours with me. The initial meeting has two purposes:
1. To identify whether there is a good fit between you and I, who would become your Personal Family Lawyer® and...
2. To educate you about the law and what would happen if you died with your current (or no) plan in place so you can make the most informed and best decisions for your family.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with my guidance, make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be taken care of when something happens to you.
Assuming that you and I determine that there is a good fit between my law office 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 I can design a plan for your family right away.
What Happens Next?
Once we have completed the design of your plan, we will schedule a meeting for you to sign your planning documents approximately 4 weeks later.
I 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.
I 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.
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 are ready to get started…