California Estate Planning Law Firm • Serving Newport Beach, Laguna Beach, Irvine, and the Surrounding Areas
By now you’ve seen that Meier Law Firm is something special and because you love your family, you know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s important that you know how we work because we do things a bit differently at Meier Law Firm than at other law firms. That’s why our clients love us so much.
Schedule a Planning Session
The first step to getting started is to schedule an Achieve Your Dreams Planning Session. You can schedule by calling our Client Services Director, Bonnie Johnson at 949.718.0420, or emailing us at email@example.com, or scheduling online. We see clients Monday through Friday between 9am and 5pm. In rare circumstances we can see clients on evenings or weekends. We also offer Planning Sessions through Skype for clients who live outside of Orange County.
When you schedule your personal Achieve Your Dreams Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
Our Achieve Your Dreams Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number. As long as you keep your appointment, nothing will be charged on your card. If you need cancel or reschedule your session, there will be no charge to your card if you cancel at least 1 week in advance of your session or if you reschedule a new session that is within 30 days from your original session. If you cannot keep your appointment and you choose not to reschedule, your credit card will be charged $250 as a cancellation fee. This amount may be credited to any planning we provide for you in the future.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.
We know our Planning Session is a tremendous value to the families we serve and our clients agree!
“The Achieve Your Dreams Planning Session was the best hour we spent on determining what type of estate planning our family needed.”—Dr. S. Strom, Wife and Mother of Four, Irvine CA
What To Do Prior To Your Planning Session
About 3 days after scheduling your Planning Session, you will receive a Mailer with your Welcome Packet and Questionnaire and other important information that you will want to review prior to your Achieve Your Dreams Planning Session. We must have your Questionnaire returned to our office 3 days before your Session either by mail or electronic mail or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What You Can Expect During Your Planning Session
On the day of your Planning Session, please expect to spend up to 2 hours with your Meier Law Firm attorney. The initial meeting with your attorney has two purposes:
To identify whether there is a good fit between you and the attorney who will become your Family Trust Attorney and…
To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Family Trust Attorney’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and your Family Trust Attorney can design a plan for your family right away.
Creating Your Plan
Our Firm has an easy four step process for helping you get your planning in place. Once you and your Family Trust Attorney have completed the design of your plan, you will meet with our plan coordinator who will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.
What Happens After You Sign Your Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services. Call us today to learn about the Membership Programs. Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications!
You’ll be amazed at how easy and painless the entire planning process will be for your family.
Call us today at 949.718.0420 or schedule online to get started.