A Personal Family Lawyer® is a trusted advisor who helps you make the very best personal, financial, legal, and business decisions for your family and business throughout your lifetime, and who is also there to guide your loved ones when you can't be.
Back in the day, before lawyers became all about form documents and transactions, mom and pop turned to the trusted family lawyer for guidance throughout life's ups and downs.
As as law firms grew and became more focused on billable hours and profit centers, the personal relationship began to fall by the wayside.
And, in the early 90s, planning with living trusts became so popular that every lawyer and his brother decided to start dabbling in Wills and Trusts and the practice soon became about impersonal fill-in-the-blank-form documents.
Most recently, with the rise of online document drafting services, like RocketLawyer® and LegalZoom®, the forms and documents nature of Wills and Trusts has become even more common.
The trouble is that whether these documents are prepared by a traditional lawyer, or you do it yourself on one of these online document drafting websites, these documents often don’t keep your family out of court or out of conflict when you or your family member becomes incapacitated or dies.
When it comes to your business, you get to stay focused on the money-making parts, while your trusted legal advisor focuses on ensuring you keep the money you make, and are prepared to earn even more.
As a micro-business (small or medium-sized business) owner, you may not be aware of all the ways you are leaking money, putting yourself at risk and possibly limiting the positive impact you have on the lives of your clients. You may even be busier and more overwhelmed than is necessary to be successful.
As a Personal Family Lawyer®, we are specifically trained to help you keep more money in your business and personal accounts, watch out for pitfalls, handle sticky situations (ideally before they even get sticky) and effectively tend to the parts of your business that are especially challenging.
You always said you wanted someone who could do all “that” stuff - the tasks that you’d rather not handle.
That’s precisely where your Personal Family Lawyer® (us!) steps in.
What makes a Personal Family Lawyer® different is that we have the needs of growing families in mind.
We understand you are BUSY, you are growing, you are planning for a life of prosperity, and you value ease, convenience, and efficiency.
You want to know you’ve 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 children will be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.
That is our focus as well.
We’ve developed unique systems to give you the same access to a personal lawyer that was previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and wealth.
We encourage communication with our clients.
In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question (or even a not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
And, we ensure the most important planning details are followed through on and your plan continues to work throughout your lifetime.
A Personal Family Lawyer® ensures you create, maintain and honor your boundaries. We will help you set clear expectations and collect on promises made to you (including money).
Now this doesn’t necessarily mean we are going to DO all these things ourself. But as you don’t execute all aspects of sales, marketing and fulfillment yourself, we will efficiently take care of the tasks best suited to our qualifications and will outsource the rest to save you time and money.
You may not have realized that this type of guidance and support is available. This is no surprise, as so few understand that this is the highest form of lawyering.
Most lawyers have been taught that the legal profession is all about forms, documents and templates; most of which are available online for those looking to cut corners and do-it-yourself. Most business owners don’t even think they need a lawyer. Maybe this is why at least 66% of all businesses fail.
Lawyers providing standard documents and forms on a one-off basis without truly getting to know you and your life and business are likely just inexperienced. What they are doing is not creative business lawyering.
We may hire this type of lawyer to support your work with one-off needs, but as your Personal Family Lawyer®, we are so much more than that.
Personal Family Lawyering emphasizes counseling, consulting, and “consigliere-ing” over creating documents. Document creation becomes a useful byproduct of the professional relationship.
In big companies, in-house counsel attorneys proactively partner with the senior executives of the company to “prevent problems, or detect them quickly and guide the business away from them” according to one long-time, experienced in-house counsel.
Even though you don’t necessarily run a big company, your vision, your heart and your soul still deserve, and frankly require, this vital relationship in order to reach its highest potential.
Case in point: Warren Buffett doesn’t make a business move without consulting with his personal lawyer, Charlie Munger.
Why? Because Charlie’s wisdom combined with his legal acumen, experience and ethics are invaluable in helping Warren achieve his professional goals with ease.
Think having a Personal Family Lawyer® would be too expensive? Consider the high cost of taking too long to make decisions, making the wrong decisions, not setting and maintaining boundaries, collecting on promises and second-guessing yourself constantly.
Now consider how much more you would earn if you multiplied the speed of your decisions and execution on your projects by ten?
You’ll only work with a Personal Family Lawyer® long-term if the 10-fold value on your creativity far exceeds what you would pay us for our services.
Because we bill services on flat-fee or a monthly recurring basis (all agreed to in advance so there are no surprises) you’ll quickly determine whether the value of our services are worth it.
If you’d like to get started with a Family Wealth Planning Session™ that will get you clear on what will happen to everything you own and everyone you love, when something happens to you, so you can create an empowered plan for the care of your loved ones,
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If you'd like to get started with an analysis of the legal, insurance, financial and tax systems in your business and whether they adequately mitigate your risks and strengthen the speed of your decisions and execution: