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Hiring a lawyer you love to guide your estate planning decisions now and to ensure your family is supported throughout life and beyond can be easy and straightforward. We promise to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.

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Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.

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WELCOME TO OUR UNIQUE PROCESS

Life & Legacy Planning Session

During our first meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for family in case of any emergency. Plus, we will review the state’s default plan for you, and if you do not prefer that, we will review how to get the right plan in place for you and your family.

Review and Finalize Your Choices

After your planning session, we will send you a complete list of all of the choices and decisions you made about your estate plan. This includes a list of your key people named as guardians, personal representatives, powers of attorney, and trustees, along with other important decisions we discussed together. You will have the opportunity to do a review and then finalize everything so that we can start drafting your plan.

Sign Your Personalized Estate Plan

During your signing “ceremony” (yes, it is official-feeling!), we will review all of your legal documents together, and we will point out exactly where we personalized important legal language specific to your family and decisions. We will meet at Cruz Law’s office, and we will arrange the notary and witnesses for you.

Fund Your Living Trust

The most important step of any estate planning process is to make sure you have updated ownership and beneficiaries of your assets in alignment with your Last Will or Living Trust. We go over exactly how you do this, both for your existing assets as well as new assets you acquire over time. Once you fund your Living Trust, you can rest assured knowing everything will pass to your family just how you intend.

Record Your Legacy Interview

The hallmark of an estate plan created with your Personal Family Lawyer® is our Legacy Interview process. We will give you a list of potential questions to help spark ideas about topics you want to record for posterity, including important values for your children or loved ones, what matters most to you, words of wisdom, and anything you want your family to know about your final wishes. We typically record this as an audio interview but can conduct a video recording if that’s your preference.

Inform Your Key People About Your Plan

And after your plan is complete, you want to make sure the key people named in your plan have exactly what they need to act in both an emergency and also for any ongoing administration of your estate. We help you inform the key people with the right information at the right time so that they are not caught off guard if and when anything happens to you.

Check In Over Your Lifetime

Finally, what matters most to us is that we maintain a lifelong relationship with you over time. We know your life—and the law—will change. Your estate plan is not a “one and done” task. Rather, it is an evolving responsibility to your family and loved ones. We help make sure that you know exactly when your plan might be disrupted based on life events and the law by staying in touch with you over time and being here for you to update your plan when you need it.

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