By now you’ve seen that the Palm Desert Law Group, APC 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 the Palm Desert Law Group, APC than at other law firms. That’s why our clients love us so much.
We know that 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 single month after meeting with the Palm Desert Law Group, APC, your family could be totally protected.
We begin with a Family Wealth Planning Session, during which we guide you to get your assets and resources organized so you can finally relax around what you have and what you need.
Then, we look at how to make things as easy as possible for your loved ones after you are gone. Because no one wants to leave a mess for the ones they love.
During your Family Wealth Planning Session, we will identify the best ways for you to ensure your legacy of love and financial security for your family.
Call our office at 760-674-7175 to schedule your Family Wealth Planning Session and ask to speak with Katrina, our Client Services Director. Katrina will schedule the most convenient appointment time available for you with our Family Business Lawyer. We see new clients on Tuesday and Thursday morning and we even have evening appointments available to make planning as convenient for you as possible.
When you schedule your 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. 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 Family Wealth Planning Session costs $750, and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee.
We do require that you secure your appointment time with a credit card number. However, nothing will be charged to your credit card, so long as you complete your “homework” and keep your appointment. If you do need to reschedule your appointment, just let us know at least 3 days before your appointment and nothing will be charged to your credit card. If you do not keep your appointment and you choose not to reschedule, only then will your credit card be charged the $750 planning fee.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. Since we focus most of our energy in providing service to our existing clients, we limit the number of new clients we see each month. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.
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 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 or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
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.
On the day of your meeting, please expect to spend up to 2 hours with your attorney.
Together, you will look at what would happen to your loved ones and assets under your current plan (or the State’s plan for you if you do not have a plan in place), identify what you would want to happen differently and then make important decisions to give you the peace of mind of knowing your family would be taken care of in the way you want, if anything ever happened to you.
Most times, you will be able to design a plan to work for your loved ones during your Family Wealth Planning Session. Sometimes, however, depending on the level of planning you choose and the complexity of your situation, a second design meeting is needed or a Whole Family Wealth Audit meeting is offered to review your more complex financial matters.
- To guide you to become more financially organized and clear than you ever have been before, so you can finally relax around what you have and what you need.
- Give you clarity on how to make things as easy as possible for your loved ones after you are gone. Because no one wants to leave a mess for the one’s they love.
By looking at what would happen under your current plan (or the State’s plan for you if you do not have a 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.
In the event that your Family Wealth Planning Session reveals specific ways you would want things to happen that are different than what would happen under your current plan or the State’s plan for you, you and your Family Business Lawyer will design a plan to ensure everything goes as you choose.
Once your plan has been designed to your satisfaction, you will return to our office in about 4-6 weeks 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.
In most law firms, the relationship ends there.
But we see the signing of these documents as just the beginning of our relationship with you and your family.
After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, we create an electronic record of all of your legal documents so you can easily access them anytime you need to in the future. We also schedule a legacy meeting with you. This is one of the most important meetings of our process because it’s where we:
- Ensure your assets are all owned in the correct way, which is really the most important aspect of estate planning;
- Make sure everyone you’ve named to take care of your kids, the money you are leaving behind, or you if you cannot care of yourself, knows just what to do, if and when something happens.
- Capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.
And this is where we make sure you understand everything we’ve put in place for you and your family.
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.