We have blocked two hours off on our calendar for your planning session. Please plan to be here for the full two hours so that you can get the most out of your Family Wealth Planning Session. If this will not be possible during the time you scheduled, please give us a call so we can reschedule.
I will expect to meet with you and with anyone else you will be planning with such as your spouse or life partner. Please make sure all parties will be available during the meeting time so that you can make the most of your Planning Session.
Your meeting will begin with me sharing some of my background and history. We’ll then walk through “what would happen” if something were to happen to you now. You’ll let me know if “what would happen” is okay with you or not. If it’s not, I will help you design a plan to ensure your family will have as little to worry about as possible if something happens to you.
As soon as possible, please review the enclosed document called “How Our Law Firm Is Different” for an overview of what makes us unique.
If, after reading “How Our Law Firm Is Different,” you discover you are looking for a document preparation lawyer rather than a lawyer who provides a lifetime of guidance, protection and care, guarantees your plan will work at the time of your death or incapacity, and guides you and your family throughout your lifetime, please let me know right away so I can take your appointment off our calendar and refer you to a number of lawyers I know who operate on a more one-off transactional basis.
If, after reading “How Our Law Firm Is Different,” you are ready to consider the nature of your Family Wealth and the best way to build it during your lifetime and leave it behind when you are gone, please review the document called “How to Prepare for Your Family Wealth Planning Session.”