How to Get Started

It’s Easier Than You Think

Because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime. It's important that you know how we work because we do things a bit differently here than at other law firms. That's why our clients love us so much.

 Schedule Your Family Estate Planning Session

Click below, call our office at (978) 440-0014 or email if you are ready to schedule immediately, you can use this link and schedule with us online.

You’ll note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Family Estate Planning Session. Choose the option that’s best for you. If you do choose the Family Estate Planning Planning Session, please make sure you’ve read below which explains what you can expect at that meeting (aside from pure delight!).

 How Long Is A Family Estate Planning Session

When you schedule your personal Family Estate Planning Session, we block 1.5 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 to gently look at what would happen for your loved ones and with your assets if something were to happen to you with your current plan, or lack thereof.  If you have any concerns, we will create a roadmap to get a more protective plan in place as easily as possible.  Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.

How Much Does a Family Wealth Planning Session Cost?

Our Family Wealth Planning Session is valued at $750.00, however the fee is waived when you arrive prepared and ready to plan!

Please note: We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we request 72-hour advanced notice so that we can provide the open the slot to a waiting family.

 What to Do Prior to Your Family ESTATE 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 Estate Planning Session. We request that your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session. This will help our attorneys better prepare for your meeting. 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 prior to the Session as well so that we can review them before meeting with you.

What to Expect the Day of Your Family Wealth Planning Session

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 who will 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.

 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 Personal Family 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 Personal Family Lawyer® can design a plan for your family right away.

What Happens Next?

After you and your Personal Family Lawyer® have completed the Family Estate Planning Session, you will receive an email identifying the cast of characters included in your plan, as well as a general outline confirming the design of your plan. This email will require you to confirm spelling of names and basic information.

A signing meeting will then be scheduled. We 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 protected.

Once you sign your planning documents, your assets and your family are protected!  

We see that as only the beginning of our relationship because:

1. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents

2. 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.

 3. After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.

We are always here for you. We don't charge you for phone calls or emails. We welcome your communications!

 You'll be amazed at how easy and painless the entire planning process will be for your family.

 Click to schedule online