Why Traditional Estate Planning Fails

Even the best traditional estate planning lawyers are only suited to provide you a limited service: document creation. When you meet with them, they may have you fill out a worksheet, answer some cursory questions, and then provide you an estimate to create documents like wills, trusts, and healthcare directives.

That lawyer, although they mean well, doesn’t really have a process to get to know you, your values, or your family dynamics. You assume the lawyer knows best, even if they barely took time to know you. You walk away with a stack of documents that get put on a shelf or in a drawer, and hope that when the time comes they do what they’re supposed to: guide your family through the legacy of your life in a time of stress and grief.

But, chances are, you won’t even hear from your lawyer again. They see their job as “done” as soon as they hand over the documents.

Unfortunately, one-off documents created by a lawyer or online service that has no interest or investment in your life often fail to do the job they’re meant to do. Why?

• You may have chosen to prepare the wrong documents.
• The documents you did create weren’t kept up to date.
• Your attorney didn’t double check and confirm you addressed all of your assets.
• The “one-size” fits all plan they recycle doesn’t fit you blended family, your single life, or your special needs.

You thought you were doing the right thing. Instead, you could be leaving behind a mess that sows discord, confusion, and legal conflict within your family.

Living in fear isn’t fun, and uncertainty breads fear.

Fear isn’t fun, but there is a lot that can go wrong if you and those you care about don’t have a trusted advisor to turn to when something happens to you.

• Your legal documents could be lacking, unclear, incomplete, or not up to date.
• Your minor children could end up in the care of someone you would never want
• Your family may not find all your assets, and what you’ve worked so hard for is lost to the Dept. of Unclaimed Property.
• Your loved ones could find themselves fighting during a time of stress and grief.

Our process for life, legacy, and estate planning ensures you make informed, empowered choices for yourself and your loved ones.