Why come to me for estate planning as opposed to someone else? The answer is simple. Let’s ignore the fact that I am one of a few Accredited Estate Planners in Memphis. Let’s focus on your experience. Normally estate planning is difficult and expensive. Not mine. My estate planning system is so easy and effective that it is revolutionary. Why?
EASY & EFFECTIVE:
EASY FOR THE CLIENT? Yes. My system is easier. During my years of experience, I have created my own unique RLT Information Package (“RIP”). I give the client the RIP. The RIP contains two documents: (i) A short, understandable handout from my most popular seminar: “Revocable Living Trust – Where There’s a Will There’s a Waste,” and (ii) my Questionnaire. The Questionnaire asks the right questions — progressive short questions that lead the client through his or her estate planning decisions.
EFFECTIVE? – Effectiveness comes with experience: My grandfather was a Tennessee Circuit Court judge for 37 years. My father practiced estate and probate law for more than 50 years, graded the Tennessee Bar Exam for ten years, and was a Shelby County Probate Court Judge. I have more than 35 years of experience. I learned from them and from my clients. Enjoy the benefits of my experience! I have solutions for your problems. The RIP saves time and money. I can generally produce your estate plan with a couple of meetings in less than a week.
EFFECTIVE PLANNING: After the client has completed the RIP, he/she is ready for a quick planning meeting with me in which we fine tune the estate plan. That meeting usually takes about an hour. The RIP usually cuts an hour or more from this meeting, saving the client money.
EFFECTIVE DOCUMENTS: After the planning meeting, I review extensive custom estate planning documents on my PC that I and my father developed over the years, documents that I have tested personally with my clients. My I seldom use online documents I own libraries of professional will and trust clauses to deal with unusual situations. Since I am so familiar with these documents, I can produce accurate documents quickly and inexpensively.
EFFECTIVE COMPLETION: Within a week or less I meet with the client, and we review and fine tune estate planning documents and execute the documents. I provide the client a closing letter and discuss steps to make the estate plan effective. The client pays for the estate plan and leaves my office with a great sense of accomplishment.
The client has spent only a few hours and we produced an estate plan that will do the job.