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Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen.
Usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.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.
MAGNANI LAW FIRM is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. If what you want is to know you’ve got a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then we might be the right fit for you.
1. All of our fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.
2. We keep you informed and make sure your plan works. We don’t just prepare a set of legal documents for you and send you on your way. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime.We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.
3. We review your plan at least every 3 years. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change. You change; your assets change; your family changes; the law will definitely change. When planning with us, your plan will keep up with those changes.
4. We plan for your life and death, and to ensure that if you have minor children, they are never raised by anyone you wouldn’t want or taken into the care of strangers.