Estate Planning

Estate Planning is creating a proactive plan for your loved ones, so in the case that you become incapacitated or pass away, they have a set of guidelines, a counselor, and the resources they need to move forward and live life in the best way possible, despite the tremendous loss of your presence. As a part of the same plan, you also express how you wish to be cared for if you were to become physically or mentally incapacitated.

Everyone needs a plan. In fact, everyone already has a plan. It is the state’s default plan. As a part of our process, we explain what the state’s default plan is for you. If you like what the government has decided for you, then you don’t need to take any action. If you don’t, then you express which parts of it you want to change and we will help you make those changes.

Life & Legacy Planning Session is the first step in the process of creating the roadmap you will leave for your loved ones in case you become incapacitated or when you pass away. It is a 1.5-hour working meeting, during which time, you will share about your family dynamics, your assets, your goals and objectives, as well as your worries and concerns. We will then share about the law and will explain how it applies to you. From there, we give you different options and you will pick the plan that’s most efficient and most affordable for you.

The Life & Legacy Planning Session costs $750 because it is a working meeting and our attorney sets aside 1.5 hours of his time to meet with you. However, if you agree to do some homework in advance and attend the meeting with all of the decision-makers in your household, we will waive that fee. If you already have an estate plan that you’d like for us to review, the cost of the session would be $950 and we don’t waive that fee.

There are two ways to book your Life & Legacy Planning Session.

Option 1: Book a complimentary 15-minute call by clicking on this link.

Option 2: Attend one of our upcoming events by clicking on this link.

The planning process takes approximately 1.5 to 3 months, depending on the level of planning you choose. We can accommodate expedited plans for an additional cost.

We will give you a lawyer’s 2 favorite words: it depends. It is possible that some or all of your assets automatically go to your spouse upon your passing, but it depends on what you own, how much you own, how you own it and too many other factors to list here. The best way to find out would be to go through a Life & Legacy Planning Session, submit your homework in advance, and attend the meeting with your spouse. Together, we will review exactly which of your assets would automatically go to your spouse and which ones could be subject to probate.

A legacy interview is an important piece of the Life & Legacy Planning process. While it is not legally binding and it is completely optional, it gives you a rare opportunity to memorialize your story, values, life experiences, lessons learned, and many other parts of you that make you the unique human being that you are. This is often not reflected in typical estate plans, even though it may be the most important piece that you leave behind. The interview takes about an hour and is facilitated by Bijan himself.