how to get started!
It’s Easier Than You Think
By now you've seen that Carr Law is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea! 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 here than at other law firms.
Alternatively, if you are ready to schedule immediately, you can use this link and schedule with us online.
You’ll note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Life & Legacy Planning Session. Choose the option that’s best for you. If you do choose the Life & Legacy Planning Session, please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for the people you love.
Schedule Your Life and Legacy Planning Session
Call our office at (412) 866-2277 to schedule your personal Life & Legacy Planning Session. We will schedule the most convenient appointment time available for you. We see clients on Monday through Friday and we even have evening or weekend appointments available upon request, to make planning as convenient for you as possible.
How Long Is A Life & Legacy Planning Session
When you schedule your personal Life & Legacy 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 carefully guide you to 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.
How Much Does a Life & Legacy Planning Session Cost?
Our Life & Legacy Planning Session is $550 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. However, if you complete our Life & Legacy Inventory & Assessment, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a comprehensive estate plan after the Life & Legacy Planning Session. In such a situation, if you must cancel within 48 hours of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card will be charged the $550 planning fee.
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. 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.
What to Do Prior to Your Life & Legacy Planning Session
After scheduling your appointment, you will receive your Life & Legacy Inventory & Assessment and other important information that you will want to review prior to your personal Life & Legacy Planning Session. We must have your Life & Legacy Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Assessment 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 to Expect the Day of Your Life & Legacy Planning Session
On the day of your meeting, please expect to spend up to 2 hours with attorney Carr. The initial meeting has two purposes:
To identify whether there is a good fit between you and our office 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 our guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of Court, and out of conflict, when something happens 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 currently happen if something happened to you, you and our office can design a plan for your family right away.
What Happens Next?
Once we have completed the design of your plan, we will then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
Our review process makes your plan incredibly easy to understand, and you will know exactly what will happen to your estate and you will know 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.
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 I Sign My 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 3 years and keep you informed about changes in the law and about other issues that affect your family and your wealth.
Finally, we are always here for you and we don't charge you for phone calls, texts, 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 to schedule your Life and Legacy Planning meeting or schedule online here. We even have evening and weekend appointments to make planning as convenient as possible.