Due to COVID-19, for everyones safety, meetings available via Phone and Zoom Video.
By now you've seen that MAGNANI LAW FIRM is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime. It's important that you know how we work because we do things a bit differently here than at other law firms. That's why our clients love us so much.
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. Then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session.
We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all. If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together we make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would out of Court, and out of conflict, when something happens to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, a plan is designed for your family right away.
Once we have completed the design of your plan, we will schedule a second meeting for you to sign your planning documents approximately 4 weeks later.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
At our third meeting, we deliver your Estate Planning Binder. We also verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.
After the planning phase is complete, the maintenance phase of your plan will begin.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents. Also, at no additional charge, we can review your plan at least every three years.
Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications!
You'll be amazed at how easy and painless the entire planning process will be for your family.