How to Get Started – For Families

By now you’ve seen that Legacy Counsel is something special 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 here than at other law firms. That’s why our clients love us so much.

Schedule Your Planning Session

Call our office at (909) 906-1324 to schedule your personal planning session we’ll schedule the most convenient appointment time available for you with Matthew Murillo, our Family Business Lawyer. We see clients Monday through Friday and we may even have evening or weekend appointments available to make planning as convenient for you as possible.

When you schedule your personal planning session, we’ll focus our time entirely on you and your family.  After, we both believe we are a good fit, we will send you a package of information to complete so we can move forward, which will help you begin the process of getting your legal and financial life in order.  During our meeting together, we will guide you 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.

Our law firm is unique. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners.

What to Do Prior to Your Family Wealth Planning Session

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.  Otherwise, our initial discussion will circle around the planning goals you have for you and your loved ones.

What to Expect the Day of Your Family Wealth Planning Session

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 and our attorney who will become your Family Business Lawyer™ and…
  • To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Family Business Lawyer’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.

Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and your Family Business Lawyer™ can design a plan for your family right away.

What Happens Next?

Once you and your Family Business Lawyer™ have completed the design of your plan, you will then schedule a meeting for you to sign your planning documents approximately 4 weeks later.

We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.

We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

What Happens After I Sign My Estate Planning Documents and Take Them Home?

After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.

Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications!

You’ll be amazed at how easy and painless the entire planning process will be for your family.

Call us today at (909) 906-1324!

Our Planning Process

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 8 weeks, so you know that within a short time after meeting with Legacy Counsel’s Family Business Lawyer™, your family could be totally protected.

It’s the perfect combination of efficiency and warmth.

The planning process itself begins with an initial meeting that is an opportunity for you to meet with us, so we can each determine whether there is a good fit between you and our firm.

During this initial meeting, we will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state’s plan for you) that you wouldn’t like and you’ll get clear on what you would want to happen if something happened to you.

Assuming there is a good fit between you and us, we will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs – our fees are all-inclusive, so there are no surprises).  You and Matthew will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

Once your plan has been designed to your satisfaction, you will return to our office to sign your planning documents.  At this point, your family and your assets will be totally protected in the case of your death or incapacity.

Then, we still aren’t done!

We meet with you at least every three years to review your plan and make sure it stays up to date.  If that’s not included in the planning you are doing, the set of documents you get are very unlikely to work when your family needs them.

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