Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so they can work with as many people as possible in as short a time as possible. The problem with this approach is that clients have an impersonal experience; but worse than that, this way of planning can lead to unintended results for the client’s family.
When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that their will and trust documents do not reflect what their family really wants to happen. And usually there is no review or update, so the plan quickly becomes outdated and does not work when your family needs it most.
So even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.
Palm Desert Law Group, APC is right for you if you want to know that your plan will actually work when you and your loved ones need it the most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. Or you can go to a traditional estate planning lawyer.
If you want a plan in place that will make things easy for your loved ones no matter what, we are the right fit for you.
Here are some of the ways we are different from most estate planning lawyers:
- All of our fees are fixed fees agreed to in advance, so there are no surprises;
- We keep you informed and make sure your plan works;
- We review your plan at least every 3 year; and
- We have a process for helping you make sure that your assets are titled in the right way;
Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones. Call us at 760-674-7175 to get started with protecting your family today.