WHAT IS A PERSONAL FAMILY LAWYER?

Your trusted guide for a lifetime of wise legal and financial decisions.

The counsel you and your family deserve. Consulting a Personal Family Lawyer® (PFL) before you make legal and financial decisions will strengthen your family’s relationships and ensure your generational wealth not only remains intact, but grows over your lifetime and beyond.

And when we say generational wealth, we don’t just mean your money — though we do mean that too, but also the intangible assets that are most often lost when someone dies — the intellectual, spiritual and human assets that are as important as the money.

The PFL Promise with Ali Katz

Personal Family Lawyer Founder, Ali Katz

An advisor for you family's life

DOCUMENTS ARE NOT ENOUGH

The advisor your family can turn to in difficult times.

In the event of your incapacity or death, forms and documents won't be there for your family. Instead, you want to leave your loved ones with a trusted advisor whom you have built a solid relationship with throughout your lifetime.

Your PFL provides personalized lifelong legal counsel and guidance each step of the way. They get to know the nuances of your family dynamics and your assets and how the law and economy will impact what matters most to you.

Your PFL will be there for you throughout your life and for your loved ones when you can’t be.

Wills, trusts, health care directives, powers of attorney AND the support to make sure they actually work

Online legal services can help you create one-size-fits-most end-of-life documents, but they can’t account for the unique reality of your assets, and family dynamics. You aren’t a generic human, don’t use generic documents. Personalized planning ensures there will be no confusion, disputes, lost assets or expensive, unnecessary court proceedings.
This is why you need more than just a document to help you plan for and protect your family's future. You need a relationship with an attorney who will stay on top of your decisions, your documents, and represent your choices and carry out your wishes when you are gone
PFLs provide life and estate advice

Get started with a Family Wealth Planning Session.

You surely know that not planning ahead will cost your loved ones greatly when it’s too late. But, you may not know that a plan that fails could leave them with an even bigger mess. That’s why your Personal Family Lawyer® will begin by guiding you to know what you really need, taking into consideration your unique family dynamics, your assets, and your budget.

The PFL plan begins with a Family Wealth Planning Session. Find out what a Family Wealth Planning Session is, and whether or not you need one.

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Search our directory for your PFL.

Find a Personal Family Lawyer® in your community who’s right for you.

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Schedule Family Wealth Planning Session.

Connect with your PFL by phone, video, or in-person to assess your family dynamics, assets, & budget.

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Rely on a trusted source. 

Reach out to your PFL for guidance throughout your life. It’s about life, legacy and love.

The planning you can expect
from your PFL

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Life & Legacy Planning

Define your legacy with a guide who knows how to help you plan for what’s most important to you.

Kids Protection Planning

Kids Protection Planning

Ensure your kids are raised by the people you want, in the way you want, and never taken into the care of strangers or anyone you wouldn’t want raising them.

LIFT business advising

LIFT Business Advising

You’ve poured your time, energy, attention and money into your business. Now, whether it’s time to grow or time to sell, we can help you plan the next step. 

The PFL Promise

Every Personal Family Lawyer promises to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.

Hiring an estate planning lawyer
Asset 10PFL Promise

How you hire us.

Documents aren’t good planning, they come from good planning. For that reason, we always begin with a Planning Session to guide you to clarify your financial life and legacy goals before we draft a single document. Starting here ensures you choose the right plan for you based on your family dynamics, your assets, and your budget. And that your plan and our work covers the full picture of what matters most throughout your life, and after your death.

Protecting what matters most
Asset 9PFL Promise

What we protect.

Everything that matters to you. The assets most often lost between generations are intangible - Time, Energy, Attention and Money, Values Insights, Stories and Experience. Our Life & Legacy Planning process ensures everything from your financial assets to your values to your voice are protected during your life and for generations to come. 

Plan with legal purpose
Asset 8PFL Promise

How we plan.

Every Life & Legacy Plan is unique, driven by your personal relationships, family dynamics, assets and risk factors. We work with you to map out the most likely scenarios for you, and plan for each as life, the law, and your assets change over time.

Transparent lawyers and fees
Asset 6PFL Promise

What you see.

Systems, Processes + Flat Fees …  from the moment you call our office, you’ll see we have a plan to help you plan and choose the right plan for you and your family. And, you’ll never be surprised by an unexpected invoice. All of our fees are flat fees, agreed to in advance, based on your choices and No Surprises, ensuring the transparency required to stay on the same side of the table, every step of the way.

How we deliver
Asset 3PFL Promise

How we deliver.

Far too many estate plans end-up unfinished, unsigned, or out-of-date, leaving families in court and in conflict. We ensure you mitigate the biggest risks of traditional estate planning: procrastination and neglect. Our 3-Meeting Planning + Yearly Review Process is designed to ensure you not only get your planning done, but that your plan stays up to date as your life changes.

Schedule your Family Wealth Planning Session with a PFL of your choice.

You deserve relational heart-centered counseling to make wise decisions for yourself and the people you love.

Think about the last time you met with a lawyer. Did you leave their office saying to yourself “wow, that was amazing. I feel like a better parent, a better business owner, or even just a better human! And, I can finally relax knowing I’ve got a trusted and objective advisor to walk by my side throughout life.”

Probably not.

And, definitely not if your lawyer learned to do estate planning the way I was taught.

We were taught to push one-size fits all templated plans using documents that we could “search and replace” to create. That kind of planning failed my father-in-law, and my father (and ultimately me and my kids), and I committed to creating a better way.

Life & Legacy Planning, Kids Protection Planning, and LIFT Business Advising are the outcomes of what I created to serve you in the ways I wish I had been served by trusted counsel as I raised my kids and built my businesses.

It begins with a Family Wealth Planning Session (or a LIFT Business Breakthrough Session, if you have a business) as the first step to you and your family being guided and supported by a lawyer you can love, and a plan you can count on…for life.

Ali's Signature

Ali Katz

Founder of Personal Family Lawyer,
New Law Business Model, and
Eyes Wide Open Life

 

PFL Founder Ali Katz
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First, know where to begin.

Watch our FREE training to start your Life and Legacy Plan. Know what you can do yourself and what requires a lawyer. At the end, build and print your secure Personal Resource Map to help your family know what you have and where to find it in a time of crisis.