Start Your Family Wealth Planning Session
By now you have seen that we are different than your typical lawyer 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.
You know that you and your family deserve the kind of protection, guidance and love we provide, for a lifetime. As you get started, 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.
To schedule your initial meeting with us, a Family Wealth Planning Session, call us at 949.260.1400 or schedule a 15-minute phone call to learn more about us; during that call, you can schedule a full Family Wealth Planning Session. Our Client Services Director will schedule the most convenient appointment time available for you with one of our expertly trained Lawyers. We see clients Monday through Friday and we even have virtual and evening or weekend appointments available to make planning as convenient for you as possible.
Your Appointment Options
You have three options for your next step
Schedule a free 15-minute Phone Consultation to learn more about us and get a few preliminary questions answered.
Schedule Your Family Wealth Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
Schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind your family is covered.
Virtual Appointments are Available
How Long Is the Family Wealth Planning Session?
We block two hours on our calendar for your Family Wealth Planning Session and we can focus entirely on you and your family during this time.In advance of your meeting, we will send you a package of information to review and complete before our time together, which will help you begin the process of getting your legal and financial life in order.
During your Planning Session, we will guide you to gently look at what would happen to your loved ones and with your assets if something were to happen to you today. And then we will look at what you want to happen instead and we will help you create a roadmap to get that plan in place as easily as possible.
After meeting with us, our clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!”
How Much Does a Family Wealth Planning Session Cost?Our initial meeting, the Family Wealth Planning Session, is $750; if you have existing estate planning documents that you are wanting us to review and potentially incorporate, this meeting is $950.
What to Do Prior to Your Family Wealth Planning Session?
Upon scheduling your appointment, you will receive your Family Wealth Inventory & Assessment.
Your Family Wealth Inventory & Assessment is your pre-session “homework.”
We ask that you complete and return your homework to our office at least three days prior to your Planning Session so that we have time to review your information and provide the most valuable counsel we can during your Planning Session.
Feel free to call the office at any time if you need assistance completing your homework or if have any questions at all.
What To Expect The Day Of Your Family Wealth Planning Session?
On the day of your meeting, please expect to spend up to two hours with us.
- We have two goals for our meeting together:
- Identify whether there is a good fit between you and us.
Educate you about what would happen today if something happened to you so that you know how you can design a different plan if desired.
By looking at what would happen under your current plan, you can identify what you would want to happen differently. Then together with our guidance you can make the decisions necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of court and out of conflict when something happens to you.
Assuming 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, we can design a plan for your family right away.
What Happens Next?
Once we have completed the design of your plan, we will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection.
We will then schedule your Signing Ceremony for about 4 weeks later where you can sign your complete estate plan.
At your Signing Ceremony 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 estate plan, your assets and your family are protected as discussed during your design meeting and title to your assets will need to change.
And we see this as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 60 days after you sign your plan.
Then at the final meeting during the planning phase of our relationship, we 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.
What Happens After You Sign Your Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin.
At no additional charge, we review your plan every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.
We also host periodic seminars just for our clients and we provide your family with a number of other valuable benefits.
Finally, we are always here for you and your family and we don’t charge you for phone calls or emails.
You’ll be amazed at how easy and painless the entire planning process will be and we look forward to meeting with you for your Family Wealth Planning Session soon.
Ready to Learn More?
Virtual Estate Planning
Would you prefer to meet with us virtually? We understand the time and physical location constraints you may face, so we offer our clients the option of working with us virtually – via phone, email, and video conferencing.
Our virtual clients receive the same high-quality, individualized approach but without the need to physically visit our offices since everything may be handled electronically and via phone and video conferencing as well as through our secure client portal.
We have been working with clients virtually for over a decade and have systems in place to make planning as convenient and easy as possible for you.
Once you schedule your appointment, we will send you a link. You do not need to download any plug-ins or install any special software. You just click the link at your appointment time and you will enter our private Zoom Room and meet with your Morgan Law Group attorney.
Planning on YOUR schedule
In addition to meeting during regular business hours, we also offer evening and weekend appointments to make planning as easy and convenient for you as possible.