Before Hiring an Estate Planning Lawyer, Understand the Difference

Many estate planning attorneys take a “one-size fits all” approach with their clients. They do this so that they can work with as many people as possible in a short period of time. Consequently, the client has an impersonal experience and worst of all, this way of planning can lead to unintended results for your family in the long run.

There are real consequences when your attorney doesn’t listen to you.

When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your will & trust documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.

Even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with a mess during a time of tremendous grief.

I Listen

Weliver Law is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. Or you can go to any number of traditional estate planning lawyers.

If what you want is to know you’ve got a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then I might be the right fit for you.

Here are some of the ways working with me is different than most estate planning attorneys:

1. My fees are fixed and agreed-to in advance, so there are no surprises.

At our initial meeting you will choose the level of planning and fee that works best for your family.

2. I keep you informed and make sure your plan works. 

 I don’t just prepare a set of legal documents for you and send you on your way.  I make sure your assets are owned in the right way, I make sure your kids’ well-being is properly planned for, and I ensure that everyone you’ve named in your plan knows what to do if anything happens to you. And, I make sure that none of your assets become part of the $58 Billion of unclaimed assets across the United States.

3. We review your plan at least every 3 years.

I foster a lifetime, ongoing relationship with my clients. Throughout your life, things change.  You change; your assets change; your family changes; the law will definitely change. When planning with me, we will keep in touch to discuss how your plan will keep up with those changes.

4. I’ve been specifically trained as a Personal Family Lawyer®.

As your Personal Family Lawyer®, we plan for your life and death, and to help you do all that you can to ensure that if you have minor children, they are never raised by anyone you wouldn’t want or taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training to do.

5. We plan for your legacy, not just your property.

We believe that planning is about much more than just the transfer of your financial wealth. With all of my plans, I include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets – who you are and what’s important to you.

Consider Your Estate Planning Needs Carefully

Before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family and your life, there are questions you need to ask.  You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.

Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.