This is often because the client purchased a “pre-drafted” plan online, or because they hired an attorney who did not take the time to understand the client’s needs.
When you go to the doctor’s office, the doctor doesn’t show you a medicine cabinet and tell you to take your best guess which medicine to take.
Yet that’s precisely how online “Will Factories” (and sadly many law offices) operate.
Instead, you expect the doctor to use his professional judgment to develop a treatment plan, in consultation with you, that is specialized to your situation.
That’s important because everyone is different, and you are trusting the doctor with your health.
Estate Planning works the exactly the same way.
You are developing a plan to protect your family, preserve your lifetime accumulation of assets, and guide your loved ones through one of the most difficult trials they will ever face.
There are few decisions that are more important.
What’s more, your family situation is unique, your asset portfolio is unique, and your goals are unique.
You don’t want a generic “one size fits all” plan any more than you want to be forced to guess which provisions to include.
It amazes me that some companies will take your money and then ask you to do exactly that – to be left to hope and wonder whether you made a critical error that could devastate your family.
We treat every Will, Trust, and Estate Plan like we are protecting our own families.
It is a decision that should be treated with seriousness and gravity.
It’s not a task that should be delegated to the inexperienced or reduced to a faceless internet transaction.
That’s why every plan we offer is completely personalized to your family’s individual needs.
We will develop a plan in consultation with you during our in-depth Will & Trust Strategy Session.
We then offer you unlimited access during the drafting process.
Until we sign your documents and conclude our representation, you may call us anytime, ask as many questions as you like, and make as many changes to the documents as you would like - all free of charge.
We are here to make sure that it's not just done, but that it’s done right.