1371 N 1075 W Suite 5
Farmington UT 84025
Explaining to you how we are different requires an explanation of what the traditional experience with a lawyer is like. If youÂ have worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you will go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing. You'll have a good idea that the lawyer is smart and seems to know what they are doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you'll have the lawyer prepare documents for you and you will sign the documents, feeling relieved that you have got that taken care of.
You wiÂll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE and never think about it again.
You might remember your lawyer said something about moving your bank accounts into the trust. So you wiÂll go to the bank, forget what you were supposed to do, call your lawyerÂs office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you will have gotten busy with other things and never get around to moving that bank account.
A few weeks later, you will get a bill in the mail for $67.50 for 15 minutes of your lawyers time for answering a couple of questions. You will make a mental note do not call the lawyer ever again.
Several years later, you wiÂll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you do not want to call your lawyer because you know you will get a bill in the mail two weeks later.
You will hear something about a change in the tax law, but you figure you would surely get a letter in the mail from your lawyer if it was something that affected you, so you dont worry about it. And, you would have to dig through boxes to find your trust documents so you could remember your lawyers name and find his contact information. Who has time for that?
It is not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that when they will realize your plan is so outdated that it has nothing to do with your life, your assets and the law.
Your family is at a loss. They do not know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How do I know all this?
Because I've seen it over and over again with clients who switch attorneys and I swore it would never happen to my clients.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80 year olds who were preparing for death.
Our Firm Helps You Prepare for Life
What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you've made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.
That is our focus as well. We've developed unique systems to give you the same access to a personal family lawyer as was previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and wealth.
We encourage communication with our clients. In fact, we've thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you wonÃÂ¢ÃÂÃÂt have to wait hours or days for a phone call back. YouÃÂ¢ÃÂÃÂll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your personal lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime. Weâve created a unique membership programs to keep your plan up to date all the time.
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.