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Your
estate planning experience with Kinsey Law Group, P.C. will be very
different from the “typical” estate planning experience, which involves
meeting with a lawyer who rushes through the process without answering
many of your questions and who rarely follows up with you during your
lifetime, leaving you with an estate plan that will not work when your
family needs it the most.
The Typical Estate Planning Experience
(Peggy's Story)
Peggy
just received her new estate plan, and she is relieved and happy that
she has spared her family the chaos that she and her siblings
experienced when their mother passed away without a will.
Now,
it's time for Peggy to start moving her assets into her newly created
trust, but she can't remember all of the details of what she is
supposed to do. Peggy calls her lawyer's office, leaves a voicemail,
and waits for a call back. After a few days, Peggy finally gets to chat
with her lawyer about her trust and how to move her assets into her
trust.
A
few weeks later, Peggy receives a bill in the mail for the short
conversation she had with her lawyer. After seeing the bill, she makes
a mental note that she won't call her lawyer again with quick
questions.
Over
the years, Peggy's life changes. She buys a new house, her oldest child
is now married with children of his own, and her other children are
also older. Because Peggy's lawyer does not provide estate plan
follow-up on a regular basis, her new house is never titled in the name
of the trust and her guardianship choices for her younger children
become outdated.
It's
not until Peggy dies that her family finds her estate plan at the
bottom of a desk drawer. After reviewing Peggy's estate plan, they
realize it is so outdated that it does not reflect her life, her assets
or the law. Peggy's family is frantic. They don't know where to turn or
what to do, so they contact the same lawyer who prepared Peggy's estate
plan, and he is all too happy to probate Peggy's assets for his usual
hourly fee.
How to Avoid Peggy's Situation
Imagine
your loved ones in Peggy's family's situation, not knowing what to do
or where to turn for help. Peggy's situation could have easily been
avoided had she used the services of an attorney who prepares
customized estate plans and who performs regular follow up with each
client to ensure their plan works at all times. Peggy did the right
thing by having an estate plan to protect her family and assets,
however, because her attorney had not contacted her on a regular basis,
her bank accounts, new home, and other assets were never transferred
into her trust (allowing her grieving family to avoiding the expense,
publicity and delay of probate); her estate plan was never updated; and
her guardianship choices were never changed.
What Makes Kinsey Law Group Different?
Kinsey
Law Group, P.C. established a Client Servicing System so our clients
know they will have an estate plan specifically designed to meet their
needs and that their plans will work for them during their lifetime and
when it is needed most.
Our
Client Servicing System has five core components:
•
Flat Fees:
All of our estate planning services are billed on a flat-fee basis so
there are never any surprises.
•
Client Communication:
We encourage communication with our clients. Your calls and emails are
answered promptly. You never have to worry that a quick call will
result in a bill.
•
Customized Work
Product:
We draft customized estate plans tailored to your needs and wishes
instead of the fill-in-the-blank documents that produce poor estate
plans. We also draft guardianship plans for your minor children to
ensure they are protected if anything ever happens to you.
•
Guarantee:
You can be sure that the legal work we perform will be of the highest
caliber. If we fail to live up to this guarantee, we will return some
or all of the fee you paid depending on the circumstances of your case.
Many attorneys do not guarantee their services.
•
Ongoing
Communication: At Kinsey Law Group, P.C., we view the signing of
your estate planning documents as the beginning
of our relationship with you and your family. We regularly follow up
with you so any life changing events (e.g., birth of a child or buying
a house) are incorporated into your estate plan so your estate plan
will work for you during your lifetime and when it's needed the most.
To
learn more about how we can help you, please feel free to explore this
website and our blog.
Use the "Contact Us" link above to send us any questions you may have
or to
make an appointment.
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