How We Are Different

Our collective experiences have taught us many lessons about the "traditional" experience clients often have with a lawyer. This may sound familiar if you've worked with a lawyer to prepare estate planning documents in the past.

During the traditional experience, you'll go in and meet with a lawyer who will often times make things seem very complicated and confusing. You'll have a good idea that the lawyer is smart and seems to know what he or she is doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you will have the lawyer prepare documents for you and you will sign the documents, feeling relieved that you've got that taken care of.

You will take your fancy estate planning binder home, stick it on a shelf or drawer, and check estate planning off your to-do list and never think about it again.

In the meantime, your life goes on and changes happen in your life and to the law, but you figure you'd surely get a letter in the mail from your lawyer if there are changes that affected you.

It's not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years earlier, that they'll realize your plan is so outdated it has nothing to do with your life, your assets and the law.

Your family is at a loss and now turns to the same lawyer who drafted the documents, who is as happy as can be to probate your will because you passed with an unworkable estate plan. We know this because our comprehensive estate planning and administration experiences have shown us that the estate planning industry was not designed to serve growing families that experience lots of changes on their way to success. It was designed to serve those nearing the end of their lives.

Our Firm Helps You Prepare For Life

What makes our firm different is that we were built with the needs of growing families in mind. We understand that you are BUSY, you are growing, you are planning for a life of prosperity and value, ease, convenience and efficiency. You want to know you've made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.

That is our focus as well. We've developed unique systems to give you access to your very own personal family lawyer as was previously only available to the very wealthy. We encourage communication with our clients. Our billing for estate planning services is streamlined so that there are no surprises.

We have a whole team in the metro and outstate to serve you. When you call our office, you won't have to wait hours or days for a phone call back. And, if you need to schedule a more in-depth legal or strategic call with us, a call will be scheduled when you are both available and ready for the call. We ensure the most important details of your planning are followed through and your plan continues to work throughout your lifetime. We also help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college and retirement planning.