Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
What A Traditional Florida Lawyer Experience
During the traditional experience, you’ll go in and meet with a lawyer, he or she seems to know what to do even though things seem complicated and confusing. You nod along to the lawyer’s plan because you want to do the right thing for your family’s future. Your lawyer prepares documents for you and you’ll sign the documents, feeling relieved that you’ve got that taken care of. You’ll take your estate planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE, and never think about it again.
Your lawyer mentioned something about moving your bank accounts into the trust. So you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank, and wait for a call back. In the time you’ve waited for a call from your lawyer you’ve become busy with other tasks and never get around to moving that bank account. A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of questions. You’ll make a mental note – don’t call the lawyer ever again.
Most People Don’t Want to Talk to Their Traditional Lawyer Again
Several years later, you’ll refinance your house or sell it and you’ll buy a new home and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of your trust. Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.
And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find their contact information. Who has time for that? It’s not until you become incapacitated or die that family finds the binder you stuck up on a shelf several years before and never looked at again.
It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets, or the law. Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How Do I Know All This?
Not too long ago, this scenario happened to my family and I swore it would never happen to my clients when I created my own Florida law firm. Unfortunately, the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70- and 80-year olds who were preparing for death.
Our Florida Firm Helps You Prepare for Life
What makes our West Palm Beach law firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience, and efficiency. You are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support.
You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that you’ve made the right choices and handled everything so that you aren’t leaving behind a mess when something happens.
We have developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy so you can have the guidance you need to build and maintain a life of prosperity and wealth in Florida. Your Personal Family Lawyer®, helps you keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created. Whether you have already worked with a traditional lawyer or created DIY online documents we can help meet your legal goals for you and your loved ones.