Many estate planning attorneys take a “one-size fits all” approach to 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 an impersonal experience. But, worse than that, this way of planning can lead to unintended results for your family in the long run.

CONSEQUENCES WHEN ATTORNEYS DON’T LISTEN

When lawyer’s don’t take the time to listen and consider a family’s personal circumstances, the result is that your Will and Trust documents don’t end up reflecting what your family really wants to happen. And, usually, there is no review or updating, which means the plan quickly becomes outdated and doesn’t work when a family needs it most.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.

WE LISTEN

Dotchin Law is right for you if you want to know 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. Or, you can go to a traditional estate planning lawyer.

If what you want is to know you’ve got a plan in place that will work when your family needs it, a plan that will keep the people you love out of court and conflict, and a plan that keeps your assets out of the hands of the government, then we might be the right fit for you.

HERE ARE SOME OF THE WAYS WE ARE DIFFERENT FROM MOST OTHER ESTATE PLANNING LAWYERS

1. All of our estate planning fees are fixed fees agreed to in advance so there are no surprises. At our Planning Session, you will choose the level of planning and fee that works best for your family.

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 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, and we make sure that none of your assets become part of the $3 billion of unclaimed property in Massachusetts.

3. We review your plan at least every 3 years (or annually if you’re a ClientCare member). We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change. You change, your assets change, your family changes, and the law will definitely change. When planning with us, your plan will keep up with those changes.

4. We answer your questions for you and your family. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime.

5. We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning so you never spend more than you need to.

6. We make sure that if you have minor children, they’re never raised by anyone you wouldn’t want and are never taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with care and forethought that most lawyers simply don’t have the training to do.

7. Legacy planning. We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones. We want them to remember who you are and what’s important to you.

Before you engage an estate planning lawyer to help you plan for the well-being of your money, your family, and your life, there are questions you need to ask. You need to ensure that the estate plan you have in place now or in the future will really work when your family needs it and that you won’t end up with just a pile of worthless paper.

Don’t let a set of legal documents that come with false security keep you from doing what’s best for your loved ones.

Call us to learn more or use the button below to schedule your Planning Session.