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At Conscious Legal, we assist our clients by:
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We do things differently...
"I think it is possible for ordinary people to choose to be extraordinary." -Elon Musk
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. In addition to leaving the client with a totally cold and impersonal experience, this way of planning can lead to unintended results in the long run.
Consequences When Attorneys Don’t Listen
When lawyers do not take the time to listen and consider their clients’ personal circumstances, the result is that their estate planning documents do not end up reflecting what they really want to happen. And usually, there is no review or updating, so the plan quickly becomes outdated and does not work when it is needed most.
Even if you end up paying less for one of these “churn and burn” plans, things end up much more expensive in the long run. Plus, you leave your family or loved ones at risk of having to deal with an expensive and unnecessary court process during a time of tremendous grief.
Conscious Legal is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of form legal documents, there are plenty of online resources you can use to create them, or you can go to a traditional estate planning lawyer.
But if what you want is a truly personal and concierge experience, and to have a trusted advisor who will be there for you and your family in all stages of life, then we might be the right fit for you.
- All of our fees are fixed fees agreed to in advance, so there are never any surprises. At our initial meeting you will choose the level of planning and fee that works best for you.
- We keep you informed and make sure your plan works. 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, your kids’ well-being is properly planned for, everyone you’ve named in your plan knows what to do if anything happens to you, and make sure that none of your assets become part of the $58 Billion of unclaimed assets across the United States.
- We review your plan at least every 3 years. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change. You change; your assets change; your family situation changes; the law will definitely change. When planning with us, your plan will keep up with those changes.
- We are dedicated and committed to answering your questions and to make the planning process incredibly easy and painless for you. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime.
- 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 so you never spend more than you have to or get taken advantage of by unscrupulous sales people.
- We plan for your life, not just your death, and ensure that if you have minor children, they are never raised by anyone you wouldn’t want or taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with more care and forethought than most other lawyers ever consider.
- We help you create your personal Legacy. We believe that estate planning is about much more than just the transfer of your money and property. That’s why we’ve developed a process to help you transfer your most important personal assets to your loved ones – your intellectual, spiritual and human assets – who you are and what’s important to you.
Before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family, and your life, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when its needed and won’t end up just a pile of worthless paper.
Don’t let a set of legal documents become false security that keeps you from doing what’s best for yourself and your loved ones.
It’s Easier Than You Think
If you’ve made it this far, then by now you’ve seen that Conscious Legal is something special and unique. Because you want to take charge of your legal life planning and keep those you love out of court, chaos and conflict, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You and your loved ones deserves the kind of protection, guidance and care 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.
Your first step is to schedule a Life and Legacy Planning Session with us. Please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and empowered to make decisions. Please call or text Liz, our Client Services Director, to discuss the Life and Legacy Planning Session and how to get started at 619-413-7137.
How Long Is A Life and Legacy Planning Session
When you schedule your personal Life and Legacy Planning Session, we block 2 hours on our calendar so we can focus entirely on you 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 look at what would happen for your loved ones and to your assets if something were to happen to you. 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 who have procrastinated for years routinely tell us how easy and seamless we make this process for them.
Our Life and Legacy 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. In many circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number. The purpose of securing your session with a credit card is NOT so we can charge you for a complimentary session! It’s so we can help you remove the mental obstacles and roadblocks that often cause people to kick the can down the road for another day. We know you want to take charge of your legal life planning, and we also know that it is human nature to procrastinate. We’re here to help you get out of procrastination and into action.
If you have received a complimentary session and have secured it with a credit card, nothing will be charged on your card so long as you keep your appointment and complete your paperwork ahead of time.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We go above and beyond to those who are looking for a long-term relationship with a 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. 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 spot to a waiting client.
After scheduling your appointment, you will receive your Estate Planning Worksheet and other important information that you will want to review prior to your personal Life and Legacy Planning Session. You will return your Estate Planning Worksheet to our office at least 3 days prior to your Session 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. 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 Personal Family Lawyer.
- 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 Personal Family Lawyer’s guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your loved ones would stay out of court, chaos and conflict, if something happens to you.
Assuming that you and your attorney determine that there is a good fit between our firm and you AND that you identify specific ways you would want things to happen that are different than the current status, you and your Personal Family Lawyer can design a plan for you right away.
Once you and your Personal Family Lawyer have completed the design of your plan, you will work with our team to review your assets for the purpose of ensuring that everything you own will be titled for maximum protection, and 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, and that your loved ones will be in excellent hands with our firm.
However, 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, and you can call us anytime with questions.
At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available for you at any time in the future. And, there’s no charge for that.
As you can imagine, we get the question “how much does an estate plan cost” quite frequently.
And, it’s a good question that we want to answer for you as clearly as we can, given that there is not a “one-size fits all solution” for every client, and I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive personal process.
You see, this is exactly why most estate plans fail. People shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when they are needed.
We’ve priced our estate planning at the intersection of affordability and effectiveness. That’s why we start all of our plans with a Life and Legacy Planning Session, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property.
Even if you never do any planning with us, the Life and Legacy Planning Session alone is a hugely valuable process, because you will create a full inventory of your assets and ensure your loved ones knows what you have.
Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen in the event of your death or incapacity.
If you do not have a plan, we will cover the plan that the state of California has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan that California has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.
Here’s the most important part for you to know about this: you will be making informed, educated, and empowered decisions for the people you love, not just shopping around based on price.
And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you. There truly is no one size fits all choice.
We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.
With all of that background in mind:
- A Life and Legacy Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated, but can be waived if you commit to doing a little pre-meeting homework ahead of time.
- If you’d like to do a little preparation ahead of time, and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can schedule by calling our texting our office and have the fee waived. That saves me time, and saves you money.
- Our three levels of planning for a comprehensive plan (or an update of your existing plan) range between $1,500 and $8,000, depending on the choices you make during the Life and Legacy Planning Session.
If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Life and Legacy Planning Session (or Estate Plan Review and Check-up) by texting 619-413-7137.
We will follow up with a phone call to introduce ourselves and answer any questions you have.
If you want to speak with live person, call Liz, our Client Services Director, at 619-413-7137. She is very nice and helpful and loves speaking with our clients, so don’t be afraid to call!
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