Step 4: Start Planning
(And Why You Should Work with Law Office of Spencer Ball)
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. 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.
So even though you may pay less up front to get a standard set of documents, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.
Law Office of Spencer Ball is right for you if you want to know that your plan will actually work when you and your loved ones need it the most.
Here are some of the ways we are different from most estate planning lawyers:
- All of our fees are fixed fees agreed to in advance, so there are no surprises.
- We don’t just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.
- We review your plan at least every 3 years and annually through our Family Wealth VIP Membership program. We foster a lifetime, ongoing relationship with our clients.
- We have a whole team in place to answer your questions and to make the planning process incredibly easy and painless for you and your family.
- We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning.
- Legacy Planning. We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we 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.
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.
How to Get Started
By now you’ve seen that Law Office of Spencer Ball 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 at Law Office of Spencer Ball than at other law firms. That’s why our clients love us so much.
Schedule Your Personal Family Wealth Planning Session
Call our office at (801) 453-2000 to schedule your personal Family Wealth Planning Session and ask to speak with Liza Blake, our Client Services Director. We see clients on Wednesdays and Saturdays {and we even have Wednesday evening appointments available} to make planning as convenient for you as possible.
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, 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.
Wow, if we had known how easy this would be, we would have done it years ago!
Our Family Wealth Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan.
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.
What to Do Prior to Your Personal Family Wealth Planning Session
About 3 days after scheduling your appointment, you will receive a Mailer with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, fax or electronic mail.
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.
What to Expect the Day of Your Personal 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 the attorney who will become your Personal Family Lawyer
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
Your Personal Family Lawyer’s guidance can help you 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.
What Happens Next?
You will meet with our plan coordinator who will review your assets and schedule a meeting for you to sign your planning documents about 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.
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. We are always available to answer your questions at any time in the future. And, there’s no charge for that.
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.
And, if you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services. Call us today to learn about the Membership Programs.
You’ll be amazed at how easy the entire planning process will be for your family.
Call us today! (801) 453-2000
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