Legacy Law offers a unique experience and because you love your family, 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 at Legacy Law than at other law firms. That’s why our clients love us so much.
- How do I start and what should I expect?
- What do I need to do to prepare for my planning session?
- What can I expect at my first meeting?
- How long will it take to create my estate plan?
- How much does it cost to create my plan?
- How should I choose my guardians?
- Do you only work with people who have young children?
- What happens after I sign my estate planning documents and take them home?
How do I start and what should I expect?When you call our office to schedule your personal Guard Your Legacy Planning Session, together we will block off 2 hours on our calendars so we can focus entirely on you and your family and ensure we can make the best recommendations for you. You will receive 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, you will be guided 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 us.
What do I need to do to prepare for my planning session?About 3 days after scheduling your appointment, you will receive a package with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Guard Your Legacy Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, email, or fax or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your worksheet 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 at least a week before your meeting so that we can review them prior to meeting with you.
What can I expect at my first meeting?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:
- To identify whether there is a good fit between you, our firm, and the attorney; and
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
How long will it take to create my estate plan?We know beginning your estate plan is a big step, so our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet the entire process doesn't stretch out beyond two months. In fact, within a single month after meeting with us, your family could be totally protected. Once your plan has been designed to your satisfaction, we will meet to complete the signing of your documents. At this point, your family and your assets will be totally protected in the case of your death or incapacity. It's the perfect combination of efficiency and warmth. One of the most valuable things you can get out of the estate planning process is a more thorough understanding of your legal and financial life. We take time with you throughout to provide a healthy orientation and education so you can make good decisions. We have found that to make this worthwhile for you, the process should take 6-8 weeks, at most. Once we get started, we won’t stop until it’s finished and you can rest easy that the work is done. No malingering or dilly-dallying.
How much does it cost to create my plan?It varies depending on your family dynamics, assets, and goals. We charge flat fees, meaning that before you engage with us you will know exactly what it will cost. No hourly billing. No surprise charges for those extra phone calls.
How should I choose my guardians?This is one of the most difficult decisions to make, but don’t let that stop you from putting a plan in place. Let a combination of knowledge and intuition drive your decision. Understand first that if you don’t choose a guardian and something happens to you, then someone else (a judge) will choose – someone who doesn’t know your family or your preferences.
Do you only work with people who have young children?While we are passionate about serving families with minor children, we are thrilled to work with people from all walks of life. From college students to retirees, newlyweds to grandparents, domestic partners or blended families, everyone can benefit from having some form of planning in place.
What happens after I sign my estate planning documents and take them home?In most law firms, the relationship ends there. But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different. After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, the maintenance phase of your plan begins and it starts with your Legacy meeting. This is one of the most important meetings of our process because it’s where we:
- verify all your asset transfers are moving on track and ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste);
- make sure everyone you’ve chosen to take care of you (if you’re incapacitated), your kids, and the money you are leaving behind knows just what to do, if and when something happens;
- capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.