When it comes to estate planning, it’s tempting to follow the advice of “shopping around” and getting three estimates, just like you would for any other professional service. However, this approach doesn’t always serve you well in estate planning. Instead of finding the best deal, you may end up with a plan that leaves your family with an expensive, unintended mess. Let’s explore why this is the case and why our firm’s unconventional approach to estate planning might be the best option for you.
Why "Shopping Around" for an Estate Plan Doesn’t Work
Shopping for an estate plan based solely on cost is one of the quickest ways to end up with a set of documents that don’t serve their intended purpose. Estate planning isn’t just about paperwork; it’s about ensuring your wishes are honored and your loved ones are protected. Choosing the lowest-cost option can lead to outdated documents that sit on a shelf, giving you a false sense of security.
Unfortunately, we often see the negative effects of cheap estate planning when families come to us during times of grief. Despite having estate plans in place, they find themselves stuck in probate court or conflict, dealing with issues their loved ones thought had been handled. This happens when plans are created without ongoing communication, asset verification, or proper updates.
Many law firms provide form documents without ensuring assets are correctly titled or beneficiary designations are up to date. These generic plans may look good on paper, but they fail to deliver when they’re needed most.
Our Approach: Comprehensive, Personalized, and Built for the Long Term
At our firm, we do things differently. Our primary focus is estate planning—not a general practice that dabbles in multiple areas of law. We’ve built our practice around providing our clients with comprehensive plans that work for the long haul. Here’s how we’re different:
1. Long-Term Relationships: We believe that estate planning isn’t a one-and-done transaction. It’s an ongoing relationship. When you work with us, we’re here for the long term. We stay in touch, update your plan regularly, and ensure that your estate plan evolves as your life does. This means your documents won’t become outdated, and your plan will actually work when your family needs it.
2. Direct Contact with Your Attorney: We prioritize direct communication. When you choose our firm, you’ll have a direct line to your attorney, not just an assistant or paralegal. We believe that open communication leads to better, more personalized planning.
3. Flat Fees: Estate planning shouldn’t come with hidden costs or surprise bills. That’s why we offer flat fees, so you know exactly what you’re paying for. No hourly rates, no unexpected charges—just clear, transparent pricing for comprehensive planning.
4. Comprehensive Plans That Go Beyond Documents: Our estate plans are more than just a set of documents. We create customized plans that ensure your assets are properly titled, your beneficiary designations are current, and everything is aligned with your wishes. We also help you inventory your assets so nothing is overlooked, and we take care of all the legal and financial details to ensure your family won’t be burdened with complications down the road.
5. Holistic Planning for Families and Individuals: We understand that estate planning is about more than just protecting your assets. It’s about protecting your loved ones, especially if you have minor children. Our plans ensure that your children are never left vulnerable and that guardianship is established clearly and effectively. We create plans that provide real peace of mind, knowing that your family will be taken care of no matter what.
Why Choose Us?
When you choose our firm, you’re not just getting an estate plan; you’re investing in a long-term relationship with a firm that is dedicated to ensuring your plan works when your loved ones needs it most. We’re committed to providing a meaningful and supportive process that goes beyond simply planning for death—we help you become a better parent, business owner, and community member during life.
If you’re looking for an estate planning attorney, don’t just shop around for the best price. Instead, choose a firm that offers personalized, comprehensive, and long-term planning. Choose a firm that values direct communication, clear pricing, and relationships built on trust and care. Choose a firm that makes estate planning a priority, not an afterthought.
Ready to Plan for the Future?
We’d love to help you create a plan that truly works for your family. Reach out to us today at 1-888-249-7202 to get started or book a free discovery call here.
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