By now you've seen that Breiner Law Firm is something special and 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. I 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. Check out what some of my happy clients are saying.
Alternatively, if you are ready to schedule immediately, you can schedule a call with me online.
I OFFER WEEKEND APPOINTMENTS FOR BOTH CONSULTATIONS AND FAMILY WEALTH PLANNING SESSIONS.
You’ll note there that you can schedule a quick 20-minute phone call to learn more about me and the process, or you can schedule a full Family Wealth Planning Session. Choose the option that’s best for you and make sure to choose Atlanta Metro or Twin Cities Metro depending on your location. If you do choose the Family Wealth Planning Session, please make sure you’ve read up below on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
How Long Is A Family Wealth Planning Session?
When you schedule your personal Family Wealth Planning Session, I block 2 hours on my calendar so we can focus entirely on you and your family during this time. I will send you an electronic 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. 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. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with me.
How Much Does a Family Wealth Planning Session Cost?
Our Family Wealth Planning Session is $750 and if I create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan.
In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number. In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a comprehensive estate plan after the Family Wealth Planning Session. In such a situation, if you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.
I understand that this policy of securing your appointment with a credit card may seem unique. So is the law firm. I provide my very best service to those families who are looking for a long-term relationship with their trusted advisor. I expend most of my energy providing an exceedingly high degree of service to my existing clients and limit the number of new clients I see each week. As a result, I must secure your appointment time so that if something comes up and you can't attend your appointment, I will have enough advance notice to open the slot to a waiting family.
What to Do Prior to Your Family Wealth 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 Wealth Planning Session. I must have your Family Wealth Inventory & Assessment returned to my office at least 2 days prior to your Session or I will need to reschedule your Session. Feel free to call me 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 I have your existing documents in my office at least a week before your meeting so that we can review them prior to 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 me. This initial meeting with me has two purposes:
1. To identify whether there is a good fit between you and me, as your attorney, as I 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 me as your Personal Family Lawyer, I will provide guidance to make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be out of Court, and out of conflict when something happens to you.
Assuming that you and I determine that there is a good fit between me and my 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 I, as your Personal Family Lawyer®, can design a plan for your family right away.
What Happens Next?
Once I have completed the design of your plan, you will review some documentation for me and then schedule a meeting for you to sign your planning documents approximately 4 weeks later. Once you sign your planning documents, we will work towards funding your plan if needed and your assets and your family are then protected as discussed during your design meeting.
I see this as only the beginning of our relationship.
At our final meeting during the planning stage of our relationship, 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 my guidance. We review your asset spreadsheet together and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, I am always available to answer your questions at any time in the future. And, there's no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, I 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 my Legal Mama Membership Programs, you will have an opportunity to review your plan on an annual basis, and I will provide your family with a number of other valuable services.
Finally, I am always here for you and I don't charge you for phone calls or emails. I 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.
Alternatively, if you are ready to schedule immediately, you can schedule a call with me online.
I OFFER WEEKEND APPOINTMENTS FOR BOTH CONSULTATIONS AND FAMILY WEALTH PLANNING SESSIONS.
You’ll note there that you can schedule a quick 20-minute phone call to learn more about me and the process, or you can schedule a full Family Wealth Planning Session. Choose the option that’s best for you and make sure to choose Atlanta Metro or Twin Cities Metro depending on your location. If you do choose the Family Wealth Planning Session, please make sure you’ve read up below on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
How Long Is A Family Wealth Planning Session?
When you schedule your personal Family Wealth Planning Session, I block 2 hours on my calendar so we can focus entirely on you and your family during this time. I will send you an electronic 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. 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. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with me.
How Much Does a Family Wealth Planning Session Cost?
Our Family Wealth Planning Session is $750 and if I create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan.
In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number. In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a comprehensive estate plan after the Family Wealth Planning Session. In such a situation, if you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.
I understand that this policy of securing your appointment with a credit card may seem unique. So is the law firm. I provide my very best service to those families who are looking for a long-term relationship with their trusted advisor. I expend most of my energy providing an exceedingly high degree of service to my existing clients and limit the number of new clients I see each week. As a result, I must secure your appointment time so that if something comes up and you can't attend your appointment, I will have enough advance notice to open the slot to a waiting family.
What to Do Prior to Your Family Wealth 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 Wealth Planning Session. I must have your Family Wealth Inventory & Assessment returned to my office at least 2 days prior to your Session or I will need to reschedule your Session. Feel free to call me 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 I have your existing documents in my office at least a week before your meeting so that we can review them prior to 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 me. This initial meeting with me has two purposes:
1. To identify whether there is a good fit between you and me, as your attorney, as I 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 me as your Personal Family Lawyer, I will provide guidance to make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be out of Court, and out of conflict when something happens to you.
Assuming that you and I determine that there is a good fit between me and my 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 I, as your Personal Family Lawyer®, can design a plan for your family right away.
What Happens Next?
Once I have completed the design of your plan, you will review some documentation for me and then schedule a meeting for you to sign your planning documents approximately 4 weeks later. Once you sign your planning documents, we will work towards funding your plan if needed and your assets and your family are then protected as discussed during your design meeting.
I see this as only the beginning of our relationship.
At our final meeting during the planning stage of our relationship, 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 my guidance. We review your asset spreadsheet together and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, I am always available to answer your questions at any time in the future. And, there's no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, I 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 my Legal Mama Membership Programs, you will have an opportunity to review your plan on an annual basis, and I will provide your family with a number of other valuable services.
Finally, I am always here for you and I don't charge you for phone calls or emails. I 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.