FIND A LAWYER YOU CAN TRUST
A lawyer you and your family will love, for life.
You cannot depend on a stack of impersonal legal documents to ensure your affairs are in order. To avoid leaving behind a mess for your family to clean up, you need a trusted guide to help you determine what you really need. Your Personal Family Lawyer® is that trusted guide for all of your legal and financial needs.
Find your Personal Family Lawyer®
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THE FAILURE OF TRADITIONAL ESTATE PLANNING
An Online Will or “Cheap Legal” services likely won’t have what your loved ones need, want or deserve.
Using online legal or cheap one-off transactional legal services to prepare your legal documents leaves your family without a trusted guide to turn to, if and when something happens to you. Your family won’t know what you have, where it is, or what to do. Instead, they’ll be left with a confusing mess in a time of grief with no one to guide them. Read more >>
LEGACY: THE MASTERCLASS SERIES
How to Talk "Money" With the People You Love ... and Why It's a MUST DO This Holiday Season
We are in the greatest economic shift of our lives, and most of us are woefully unprepared. Learn to have the critical money conversations you need to have with your family and how to plan for these uncertain times.
Your Personal Family Lawyer
has your back.
Leave your family with the support they need to make the important legal and financial decisions when you’re not there to guide them. Receive expert, caring counsel from your trusted legal advisor to make a lifetime of wise, forward-thinking choices for you and the people you love.
Search our directory for your PFL.
Schedule a Family Wealth Planning Session.
Meet with your new PFL to determine the best path forward when planning for your legacy.
Know you’ve made the right choices for the people you love.
Take comfort knowing your family is supported and taken care of should anything happen to you.
Personal Family Lawyer® firms in your area.
Frequently asked questions
A Personal Family Lawyer® is a trusted advisor who helps you make the very best personal, financial, legal, and business decisions for your family throughout your lifetime and is there to guide your loved ones when you can't be.
Financially rich or not, you likely have accumulated quite a lot throughout your life, and someone will have to handle all of it if you become incapacitated or when you die. So you need an estate plan only if you want to minimize the burden on the people you love of handling everything you have.
If I already have a will, why do I need a lawyer?
A will alone does very little. That is the dirty little secret of traditional estate planning. Even the “legal 4” set of documents often are not enough to keep you or your surviving loved ones out of court and out of conflict. Working with a lawyer who has a process for helping you make wise decisions will help you know what you need based on what you have and what you want. That’s what Life & Legacy Planning is all about.
Can’t I just create a will myself online?
You sure can. There are many services that will allow you to create a will at very low cost, and even free. And, as you know, you get what you pay for … so, if you do create a will yourself online, please make sure you have it reviewed by a lawyer who will help you understand the choices you have, and the impact of the choices you make, on the people you love.
If you have things you care about and people you love, you need an estate plan so you can leave what you have to the people you love without a big mess. Life and Legacy Planning guides you to get clear on what you need, and how to put a plan in place to support it all. Watch our webinar, read our book, or schedule a 15-min consult with a PFL, and see how you’ll benefit. We think your family is worth it.
There is no one fixed cost and each of our PFLs set their own pricing structures. What they do commit to is that all pricing is transparent and that your Family Wealth Planning Session will guide you to choose the right plan for you, at the right cost. And, remember, you’ll only engage a PFL for planning if the benefits exceed the cost, and your PFL will help you determine if that’s the case. It’s part of their planning process.
What certifications do PFLs have that make them different?
There is a huge gap in the legal system.
It’s something I witnessed firsthand after watching multiple family members die without proper planning. The first was my father-in-law.
Even though my father-in-law worked with a lawyer to prepare an “estate plan,” his assets were not inventoried, or even titled properly, and his plan had never been updated after he created it.
You see, my father-in-law had paid $3,000 for a one-size fits all plan that he thought took care of everything, but it didn’t. And he died not realizing that his loved ones would be stuck in a court process after his death, dealing with his assets, and his ex-wife.
It’s an all too common problem. Families get left with an expensive mess that could easily be avoided, with a little more foresight, understanding and the guidance of an advisor who has the mind of a lawyer, and the heart of a teacher.
That’s why I created Personal Family Lawyer.
Ali Katz,
Founder of Personal Family Lawyer,
New Law Business Model, and
Eyes Wide Open Life
Not sure where to start?
Ensure your family is cared for when the inevitable happens. Watch our training to leave your loved ones with a map they can follow, instead of a big mess.