Here is a brief scenario of what it’s like to work with a “traditional” estate planning law firm. You meet with the attorney, who provides you with a bunch of documents outlining how your assets should be distributed when you pass away. You sign the documents. The attorney returns them to you in a nice binder. You put the binder in a desk drawer or file cabinet and never think about it again. Nor does your attorney. And that’s where the problem lies.
As the years go by, your personal and financial situations change. Your children grow up, get married, have children of their own, and maybe get divorced. You buy, sell or refinance your home. The laws that govern your estate plan change. You believe that if these changes had an impact on your plan, your attorney would give you a call notifying you about the changes and the need to modify your plan. But you don’t hear from the attorney, so you assume everything is fine. And besides, you’re too busy living to think about what happens when you die.
And then comes a day when your family actually needs those documents. Perhaps you’ve become incapacitated, or passed away. Where is that old binder anyway? Oh here it is—but look, none of these documents make any sense, they don’t address the current situation at all. For all the good they will do, it is as if you had never created a plan at all. And your family suffers painful emotional and financial consequences.
A more personal, comprehensive approach for today’s families
At Crider Law, we know that you’re busy and don’t spend every waking minute contemplating your estate plan and whether it will meet the needs of your family over time. This is why we have put systems in place that make the planning process convenient and efficient. We are committed to staying in touch with you, responding to your calls quickly, and not charging you for answers to simple questions. In fact, we provide estate planning services on a flat-fee basis, which we both agree upon in advance. Our team makes sure that your trusts are funded, your assets protected, throughout your lifetime. Finally, we believe that your financial well-being is only a part of your comprehensive estate plan. The plan we create for you addresses issues such as who you are, what matters most to you in life, and ensures that your values and legacy are passed on to future generations.
Contact us today to learn how the tools and strategies we have developed can meet the needs of your family now and in the future.