Some attorneys have exclusive monetary standards in accepting estate planning clients--for example, they work only with clients worth over $5 million. That is not us. Our clients include couples with very modest assets to founders of international corporations with personal assets worth more than $50 million.
Our Exclusive Standard
All the people who work with us have one thing in common though: their acceptance of our one exclusive standard. That exclusive standard is your willingness--from the start--to spend several hours learning the basics of estate planning. We know from years of probate experience that estate planning always fails in some respect when the signer of the documents does not understand estate planning law. A person may have the finest documents prepared by the best attorneys, printed on 100% cotton CranesCrest paper, and ensconced in a beautiful leather binder–and they have a plan worth less than the paper it is printed on because they do not understand and cannot explain the simplest facts of estate planning law.
The world's best attorneys and best documents will not--cannot--guarantee the success of your plan if you do not understand how to maintain and preserve the plan. Therefore, for your peace of mind, we are firm in our exclusive standard: you must be willing, from the beginning, to spend the hours necessary studying the fundamentals of estate planning. Individuals (or their advisors) unwilling to take the time to learn about estate planning are better served elsewhere.
What Can You Expect From Us?
With our emphasis on education and knowledge, you can expect us to provide the most comprehensive and engaging estate planning education available. We call it "Estate Planning Essentials." This option is inexpensive and gives you the advantage of viewing and reviewing the concepts at your pace. Another option is to have us personally tutor you. Whichever way you choose to learn, once you are educated, you are ready to begin your estate planning. You can then expect us to carefully consider your concerns and provide sensitive solutions, which you will deeply appreciate with your new and accurate knowledge. We will further respect your time with a clearly-defined, step-by-step process. And our costs will be competitive with the nation's best planners.
Estate planning is among the most important things you will do. Are you willing to do it right? Are you willing to patiently invest the time to learn about estate planning? If so, we will create with you a customized plan you will both understand and appreciate and that will invaluably bless those you care most about.
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