Our estate planning process is more effective than “typical” estate planning and more successful!
When you typically think of calling up your estate planning firm you might think you will need to speak directly to the attorney to get your questions answered, and you will be paying for billable time. At Family Estate Planning Law Group, we have completely flipped this stereotype on its head. Our process is comprised of three essential elements: a team approach, flat price billing, and ongoing client care.
From your initial meeting to trust administration, we have a team member who specializes in one or more aspects of the process. You no longer need to worry if you’ll catch our attorneys at just the right moment because usually a team member will know the answer to your question and be more familiar with your case than even the attorney! The best part? No billable hours.
Instead of relying heavily on the attorney to be the most knowledgeable one in the firm, our entire team is empowered to be “the most knowledgeable.” This internal team approach makes our process more streamlined, proactive, and successful.
Our team approach is not only process oriented internally, but also extends to how we work with clients. We work with you on an ongoing basis along with the other professionals in your life (accountant, financial planner, etc.). Together, with you, we take care of your family. We also have a Family Care MeetingTM where we facilitate a meeting between you, your family members, and your team of professionals to discuss your plan and how it will be implemented. We only go into as much detail as you are comfortable with.
With our team approach, internally and how we work with clients, we can more proactively help you keep your plan up to date and create, update, and administer your estate efficiently. Our approach is so effective, it makes multigenerational estate planning easy. In fact, many of our clients encourage their family members to come in so that plans can work together seamlessly.
Our model is based on a flat price. We design your estate plan and ensure its effectiveness through our unique SAVeTTM Process, which makes your life simpler and saves you time and hassle by making planning and updating your estate plan easy. SAVeTTM stands for simplify, align, verify, and track. The first thing you will do as a client is work with us and your financial planner to simplify your assets and the number of institutions you work with, and by extension simplify yours and your heirs’ lives. Consolidation is the key to making your estate plan effective and helping you clean the clutter out of your proverbial asset closet. After your assets are simplified, we then align them with your estate plan, verify this alignment with the institutions, and then track your assets on an ongoing basis so we can make any necessary changes and ensure that alignment remains verified with institutions.
Every part of the estate planning process from your specific needs to our SAVeTTM Process is included in one flat price. This includes all the meetings our process entails and all the questions that come up. We’ve found billable hours discourage clients from spending the appropriate amount of time with us it takes to truly get to know you, your family dynamics, and your assets. We want you to know what you are going to pay upfront and make sure you feel comfortable spending time with us without worrying what you’re going to be charged. This is how we are able to guarantee peace of mind.
Ongoing Client Care
When you become a client you also join our ongoing client care program, which is run on a subscription model. You pay a yearly price, which includes all our client education events, any meetings you may need to review your plan, updating, and a team that stands behind you all the way ready to make plan changes, offer guidance, and answer your questions. The most important part of estate planning is the assets, and assets change. You will also experience other life changes such as new family members, loss of family members, dynamic shifts, aging, and various other changes. Our ongoing client care program not only enables us to develop relationships with our clients but also allows us to keep pace with the changes in their lives and make changes and updates to their estate plans accordingly. We want to make sure that no matter how your life changes, you can have peace of mind knowing your family will be taken care of.
As you have read, our model is radically different than the majority of other firms out there.
Our team approach, flat price (no hourly billing), and ongoing client care program all add up to one simple idea: better estate planning. We take care of your family and make you part of ours.
If you are ready to plan for life with us and take care of your family, visit our website and request a complimentary consultation today!
Already a client? We strongly recommend you consider having your family set up multigenerational estate planning or schedule your Family Care MeetingTM if you haven’t had one already!
Together, we plan for life®, and together we take care of families.