A Personal Greeting…
After graduating from law school and working for large, international firms and even a small firm for a decade, I started my own firm because I had experienced first-hand how the traditional law-firm business model is broken. I wanted to make a difference in people’s lives, yet, I had clients who would rush to get off the phone with me because they didn’t want to be charged for every minute of my time. However, they needed my advice and counsel and I wanted to be their trusted advisor.
I also experienced first-hand how the traditional estate planning practice is broken when my father passed away and as executrix of his will and trustee of his trust, I found myself dealing with documents that were out of date, not all of his assets had been moved into his trust, and he had attempted to amend his trust himself just weeks before he died. Needless to say, his estate was a mess and it was totally avoidable.
 Our estate planning practice and law firm have been designed with the needs of growing families and businesses in mind. We understand that you are extremely busy as you are growing and planning for a life of prosperity. We know that you value comfort, ease, and efficiency when taking care of your estate planning and kids’ guardianship plans. Our goal is for you to be assured that you have made the best decisions possible for your family and that your plan will work exactly how you want it to when your loved ones need it to the most. You want to make sure your plan takes care of your children in the best way possible and your kids are protected and provided for if anything happens to you. As a mother of three boys, I know that this is of utmost importance!
I also welcome the opportunity to be your trusted advisor for life and our estate planning practice is customized to each individual and family situation. There are no cookie-cutter “fill in the blank” estate forms. Further, we don’t bill by the hour. All your fees will be agreed to in advance and will be on a flat-fee basis so there are never any surprises or fear about what anything will cost.
I also offer a unique Membership Program so that you can call me or my staff on an ongoing basis to answer questions, address concerns, review contracts, explain legal jargon, or provide referrals without fear of incurring further expenses. Most importantly, we will regularly review and update your plan so that your plan will work even if your family, your assets, or the law changes! The families and businesses that I serve love to know they have developed a lasting relationship with their personal lawyer who they can turn to for objective, trusted guidance before making important family, business, or financial decisions.
 We are also very excited to offer our Creating Legacies™ Service because we believe that while transferring material wealth to future generations is a wonderful blessing (“A good man/woman leaves an inheritance for his or her children’s children”), it’s only the tip of the iceberg. We walk our clients through a special and invaluable process for Creating Legacies That Last where we assist you in capturing your even greater intangible Family Wealth—your intellectual, spiritual, and human assets. Now, you can pass on to future generations your values, your life lessons, and what matters most to you!
Finally, while we work hard to anticipate problems and avoid them, sometimes conflict is inevitable and you need someone to turn to assist in conflict resolution. For your intractable conflicts, please ask about my mediation and conflict resolution services.
If you’re ready to get started with a Family Wealth Planning Session, just go ahead and enter your name, address, phone and e-mail into the form to the right and someone from my office will be in touch with you shortly.
If you’ve never been here before, why don’t you start by reading the articles listed above, check out my blog, or contact us with any questions or be sure to sign up for our next Free Legal Seminars and find out the 7 Easy Steps to Protect Your Kids Were Something to Happen to You or the Truth About Estate Planning.
Call us today at (858) 794-1426.
I look forward to working with you soon to Create a Legacy That Lasts!
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