WHY WORK WITH US
Know The Difference Before Hiring an Estate Plan Lawyer
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. Their plans are often cookie cutter and in no way reflects the clients wishes. This then leads to a pretty impersonal experience because the attorney never took the time to understand the client’s estate planning needs; but worse than that, this way of planning can lead to unintended results in the long run for the family.
What Happens When Attorneys Don’t Listen.
When attorneys fail to take the time to understand and consider your family's unique circumstances, the resulting Will and Trust Documents often fail to reflect your true intentions. Moreover, without regular review and updates, these plans can quickly become outdated, potentially leaving your family in a bind when they need it most.
While opting for a standard set of documents might seem cost-effective initially, it often leads to higher expenses down the road. Your loved ones could end up facing costly and unnecessary court proceedings during an already difficult time, compounding their grief.
We Listen.
Zarda Law, S.C. is right for you if you want your documents personalized to your specific needs. If all you want is a set of legal documents, there are quite a few online resources you can use to create them. Or shop around for the cheapest plan you can find.
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 disagreements, and 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.
All of our fees are fixed fees agreed to in advance, so there are no surprises. I’m mean who likes a surprise attorney bill. At our initial meeting you will choose the level of planning and fee that works best for your family.
We prioritize keeping you informed and ensuring your plan is effective. Rather than simply drafting legal documents and sending you off, we take additional steps to guarantee your assets are properly managed. We ensure the welfare of your children is meticulously planned, and everyone named in your plan is aware of their roles in case something happens to you. Our proactive approach ensures none of your assets contribute to the $58 billion in unclaimed assets across the nation.
We review your plan at least every 3 years. Life is full of changes—you evolve, your assets shift, your family dynamics alter, and laws are constantly updated. By planning with us, you ensure your plan adapts to all these changes.
We work hard to ensure that the planning process incredibly easy and painless for you and your family.
If you have minor children we aim to provide guardianship documents that ensure your children are never in danger of being in the foster care system and won’t be raised by anyone you wouldn’t want. And, if your children are adults, we help you weave them into your estate plan strategically to ensure they are given the tools to make smart financial decisions.
Legacy Planning. We believe that planning is about much more than just the transfer of your financial wealth. We ensure you have the opportunity to pass on your legacy to your loved ones by sharing your stories and life lessons.
Before hiring an estate planning attorney to manage your finances, family, and future, there are essential questions you must ask. It's crucial to ensure the estate plan you create will be effective when your family needs it most and won't just become a stack of meaningless documents after you're gone.
Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.