If you have ever worked with a lawyer before preparing your Will or doing Estate Planning, you will, I am certain, recall how confusing and complex everything began to sound. Because we all want to have things taken care of for our children when we pass, you do what the lawyer tells you and basically go home, happy to have it all over with and forget it.
If it was convenient, you may have gone by the bank to do whatever that was that the lawyer told you needed to do about your bank accounts, etc., but chances are by the time you finished with the lawyer, you were ready to go home. He will send you home with your binder, which you may put in the safety deposit box or you might take it home with the intention of filing it in a safe place.
You go on to live your life. Laws change, circumstances change, you buy and sell property, your children grow up and your will stays the same. In short, you’ve been busy living and haven’t given the slightest thought to what impact these things might have on your will or estate plan that you made with that Lawyer on that day long ago.
Then the inevitable happens, you become incapacitated or die. Your loved ones are faced with having to first of all, find the information that you and your lawyer set up that day. No one knows where the documents are and may not remember the lawyer who handled it for you. Then, when they finally find it and read over what you laid out previously, they realized this doesn’t sound anything like where you were in life when you passed. Now What?
Your family is grieving and don’t know what to do. They finally find the number for that lawyer who prepared the documents and give him a call. He takes that outdated will and begins to probate it taking into consideration all the changes that have occurred since the will was written. This can be costly and time consuming.
Our Firm Helps You Prepare For Life
We are different from other law firms in that our firm was set up and designed to meet the needs of our client’s ever changing, growing families in mind. We understand that you are busy, and have other things you would rather do with your family, you are working on the prosperity aspect of your life and value having things taken care of in an efficient, convenient and thorough manner. We all want to feel we have made the very best decision for our family and things will be updated and changed when necessary to meet our ever changing needs. Our goal is to make sure your family and children will be taken care of as well as possible if anything happens to you.
Our focus has been on the development of unique systems to make it as easy as possible for you to put in place a plan that will protect you and your loves ones and keep that plan up to date with any life or law changes.
Communication with our clients is encouraged and welcomed. There are no time clocks, so please call if you have a quick question (or even a not so quick question). Our billing structure is on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team waiting to serve you. When you call with a quick question, you will get your question answered right away. If your questions involves a more in-depth legal call with your lawyer, we will schedule one for you right then at a time when you’re both available and ready for the call. No more of that leaving voicemail after voicemail back and forth.
We work hard to ensure the that most important details of your plan are followed through on and that if life changes affect your plan, it gets changed to work throughout your lifetime.
Lastly, every three years we offer our clients a no-charge review of their existing plan to ensure that it still meets with their goals and existing law.
We look forward to seeing you and caring for your family soon!
William G. Kilpatrick, Jr.
PS – If you think this all sounds expensive, well, you’re right and you’re wrong. I can guarantee you that if you qualify to meet with Mr. Kilpatrick, that planning is substantially less costly than it would be for your family if you died with a plan that didn’t work or if you didn’t have a plan in place at all. And, I’ve never had a family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it.
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