A plan that works to keep your loved ones out of court and out of conflict.
Leaving you with peace of mind.
Explaining to you how we’re a different kind of law firm requires an explanation of what the typical experience with a lawyer is like.
During the typical lawyer experience, things seem very complicated and confusing. Because you are there to do the right thing for your family, you will have the will & trust attorney prepare your estate planning documents, having a sense of relief that you took care of what sixty percent of us have not.
You’ll take your fancy estate planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your to-do checklist, and likely never think about it again.
You may remember your lawyer said something about moving your bank accounts into the trust, or renaming your real estate property, but you are not exactly sure. What did he say about our investment account? Or life insurance? So, perhaps you didn’t get to the bank, and forgot what to do about the deeds to your property. Now, you will call your lawyer and if you’re lucky, he will call you back that day or the next. You will go over again what needs to be done. You are happy, you get it done. Then about 2 weeks later you will get a bill in the mail from your attorney for the time spent over the phone going over what you needed to do to get your assets protected. It may only be a bill for $80-$100 or so, but the point is, you won’t forget it. And you will likely “make a note to self” of not calling that lawyer again.
Most People Would Rather Not Speak To Their Typical Lawyer
Some years later, you’ll sell your home, buy another, or refinance your house; you’ll forget that you were supposed to let your lawyer know or make sure you kept the title in the name of your trust.
You may want to consider making some changes to your trust if one of your children is getting married or divorced, but you don’t want to call your lawyer because you know you’ll get a bill in the mail some weeks later.
It’s not until you become incapacitated or die that your family finds the binder you stuck up on a shelf several years before and never looked at again.
It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets or the law.
Your family is at a loss.
They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
Our Firm Helps You Prepare For Life
What makes our firm different is that we keep the needs of growing families in mind. We understand you have busy lives. We understand that the family dynamics today are very different than they were twenty years ago…
We have young adults getting married later in life, having children later in life, same sex partnerships, blended families and folks wanting to plan separately from their partner or spouse. We have clients raising children and caring for elderly parents while also working hard to build their own nest egg. Our firm will educate you and prepare you to make the best-informed decisions you can make on how to plan for your family’s future.
You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most.
You want to make sure your minor children would be raised by the people you chose, and who will love and care for them as you would. In addition, planning that your teens and adult children are also properly prepared to care for you and what you leave behind. You want to feel confident that you’ve made the right choices and not leave behind a mess; you want your family out of the court.
This is how our Firm helps prepare you. We have systems in place, with questions you may not even have thought about. We are well-equipped to provide guidance and compassion to help you maintain a life of prosperity and wealth, while maintaining the assets in your family’s bloodline.
Our Firm Is Here For You
We encourage communication with our clients. In fact, our Estate Planning practice has NO hourly fees! You never have to be afraid to call our office with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are no surprises.
We have an estate planner to serve you. Should you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered promptly. If necessary, we can schedule a brief consultation via phone or Zoom.
We ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We want to ensure your assets are owned the right way throughout your lifetime. We also work to ensure that none of your assets end up in court in a long, public and expensive probate process, lost to the state department of unclaimed property (because no one knew you had that asset while you were alive). Once you are a client of ours, you may turn to us in any situation; we consider you family. We have a network of strategic partners to help in almost any situation, including an Inheritance lawyer.
Here at Pujol Law, we recognize that there’s more to your family wealth than just finances. Your family legacy consists of those intangible assets (such as spiritual wellbeing and human connections) which are often the most valuable parts of who you are yet all-too-easy to lose upon incapacity or death. According to surveys with inheritors/beneficiaries from passed loved ones, having access to these intangibles can provide an even greater sense of comfort over financial inheritance alone; allowing them not only a connection but also a deeper understanding about what was important in life for both themselves and their beloved departed.
Have you ever truly explored the legacy of your grandparents? Their values, stories or experiences can be invaluable to pass down through generations. However, unfortunately many people do not prioritize this aspect when planning their estates– leaving behind a wealth of knowledge and understanding that could have been shared with future family members. Consider taking some time to consider what memories and sentiments from past loved ones should live on for years to come if they are no longer present in your life today.
At Pujol Law, we understand that the most meaningful gifts you can leave behind are not always monetary. We strive to create estate plans that help our clients pass down their life stories, cherished values and hard-earned wisdom – legacies of love for those they hold dear.