“Getting Three Estimates”
A common recommendation is to get three different “estimates” for your estate plan, evaluating them primarily on cost. But this is the fastest way to leave your family with an empty set of documents.
Personal Family Lawyer firms have seen this over and again. Families in grief come with an old binder full of out-of-date estate planning documents that sat on the shelf for years. While promising false security, they offer more cost and more conflict.
Instead of price shopping, ensure you are working with a trusted counselor keeping up on your Life and Legacy plan, updating at regular intervals, and providing legal advice should you or your family need it. All are delivered through flat-fee, affordable pricing.