If you are ready to schedule, you can simply call my office at 810-515-8888.
If you have questions or would like more information about an Estate Planning Empowerment Session, you can schedule a free 20-minute consultation online.
When you schedule your Family Estate Planning Session, we block two 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 through 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.
An Estate Planning Empowerment Session is $750, but if we create a comprehensive plan for you, that planning fee is applied to your package fee for your estate plan. In some circumstances, we will waive the planning session fee. Call for more information.
After scheduling your session, you will receive a pre-meeting package with an Asset and Objective Assessment and other important information that you will want to review prior to your Family Estate Planning Session. We must have your Asset and Objective 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:
1. To identify whether there is a good fit between you and our attorney, and
2. To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your lawyer's guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.
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 lawyer can design a plan for your family right away.
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