How We Are Different.
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.
During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.
You’ll have a good idea your lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved you got THAT taken care of.
You’ll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
You might remember your lawyer said something about moving your bank accounts into your 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, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things and never get around to moving that bank account.