Why Work With Us?

Putting You At The Center Of Your Planning

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Getting Started

Before Hiring an Estate Planning Attorney, Understand The Difference

Many estate planning attorneys take a “one-size-fits-all” approach with their clients. They do this so that they can work with as many people as possible in a short period of time.

The problem is that the client has an impersonal experience, and worse than that, this way of planning can lead to unintended results in the long run for the family.

Consequences When Attorneys Don't Listen

When lawyers do not take the time to listen and consider your personal circumstances, the result is that your estate plan (typically not really a “plan” but simply a set of documents) does not end up reflecting what you and your family really want to happen or might think will happen.

And usually there is no regular plan review or updating that your attorney is doing for you, so your plan quickly becomes outdated and does not work when your family needs it most.

Even though you may pay less up front to get a standard set of documents (even if the documents might feel customized for your family), things end up much more expensive in the long run.

Plus, you leave your family at risk of having to deal with an expensive, unnecessary and public court process during a time of grief.

Why Work With Us?

We Listen

Desmond Law, PLLC is right for you if you want to know that your plan will work when you and your loved ones need it most.

If you simply want a set of legal documents, there certainly are online resources you can use to create them or you can go to a traditional estate planning lawyer or document preparer.

If you want to know you have a plan in place that will work when your family needs it, will keep the people you love out of court and conflict, and will distribute your assets when and how you choose, we may be the right fit for you.

Here Are Some Of The Ways We Are Different From Most Other Estate Planning Lawyers:

1. All of our fees are fixed fees you choose in advance. 

At our initial meeting, you will choose the level of planning and the fee, so there will never be any surprises.

2. We keep you informed and make sure your plan works when needed. 

We do not just prepare your legal documents and send you on your way. We make sure your assets are owned in the right way, we make sure your children’s well-being is properly planned for, and we ensure you understand your documents and how to use them. We also keep you updated about new developments in estate planning with our monthly newsletters.

3. We review your trust every three years with you, and annually through our Life & Legacy VIP Membership Program. 

We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change: you change, your assets change, your family changes, and the law changes. When planning with us, we can adjust your plan to meet your changing needs.

4. We help you make sure your assets are titled correctly.

If your plan is done, but your assets aren’t titled correctly, your plan still may not work as intended. We provide instructions on how to title different assets. We can also do trust funding for you by request.

5. We help you get your legal and financial world organized.

We provide an asset spreadsheet for all of our trust clients to make sure your family knows what assets you have, where they are located and how they are titled. We review this spreadsheet as part of our three-year review process and provide instructions on how to title these accounts.

6. Special Planning for minor children.

If you have minor children, we make sure you have not only named guardians, but have also named short-term guardians and have provided instructions for the child’s medical care, financial management and child raising. We make sure your children are never raised by anyone you wouldn’t want or taken into the care of strangers. If your children are adults, we help you weave them into your estate plan with care and forethought.

7. We specialize in legacy planning because it’s about more than money. 

We believe that planning is about much more than the transfer of your financial wealth. For each client, we walk you through a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets – who you are and what’s important to you.

8. We also handle probate and trust administration.

We know the consequences of your choices in planning because we do post-death trust administration and probate. We help you make informed choices, and if you lose a family member and need help administering their estate, we can help walk you through that process as well.

Do not let a set of legal documents become false security that keeps you from doing what’s best for your loved ones. Make sure your plan is comprehensive and carefully customized for you and your family. We want your documents to accomplish your wishes and don’t end up as a worthless pile of paper once you’re gone.