Estate planning at AMO LAW is not one-size-fits-all. We offer 3 levels of planning to suit your varying needs. From starter plans for families with little in the way of financial wealth to more robust plans for families concerned with matters of asset protection, preservation, and increased growth, we’ve got you covered.
We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Legacy Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you. We want to make sure that your plan will work so that you have true security, not the false security that comes with a cheap set of estate planning documents. It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.
There truly is no one-size-fits-all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Personalized Service
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
3 Year Plan Review Is Included
With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Ensure Your Plan Is Current
We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family, and feel how much we care.
