I know this sounds drastic. I get it. But this is the exact reason I opened up my own shop and left a very lucrative 6-figure law firm career where I was a managing partner.
There’s a dirty little secret in the estate planning industry (and yes most lawyers view it as an industry and not a profession) and one I’ve become more and more glaringly aware of over the past few years. It affects you and your family and it’s time everyone knew about it. Estate plans being put in place by old-school lawyers are destined to fail! In fact, your estate plan is at risk right now. Why?
Because you WILL have had changes in your life, there WILL be changes in the law, and your assets will MOST DEFINITELY change. The traditional law model focuses on estate planning documents that pass on your financial wealth with minimal court involvement and estate taxes, but far too often these documents don’t focus at all on your most valuable wealth – your values, insights, stories and experiences. I refer to these as your "human assets" and can just as often leave a family at risk of in-fighting and heartbreak after you are gone just like money does.
Additionally, traditional lawyers just do not address the huge gap in estate planning that exists when you become incapacitated but don't die. That sounds blunt and harsh, but it is the cold hard truth. Your will only covers your guardianship choices if you die. What happens when you need someone to care for your children temporarily? What happens in an emergency?
My Guardian Guide™ covers this gap and provides a thoughtful and meaningful way for you to share your human assets with your children if you are gone.
I am here to help you and make a difference in your life, and that of your family, who would feel it most if you were gone.
As a Personal Family Lawyer® I have tools in my arsenal that go above and beyond to create a solution to all of the problems created as a result of the old, outdated ways of the traditional lawyer. I’ve committed to ensure my client’s estate plans work throughout their lifetime and give my clients affordable access to their own personal lawyer throughout life before making any financial or legal decisions.
How do I do this?
By providing access to ongoing legal support through my Family Wealth Planning Session, through my Guardian Guide, and through my Family Wealth VIP Membership Program. These key tools will radically transform the way you make financial and legal decisions for your family going forward. and how you document those decisions.
All of this sound overwhelming?