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.
Personal Family Lawyer Founder, Ali Katz
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
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.
Search our directory for your PFL.
Schedule Family Wealth Planning Session.
Rely on a trusted source.
The planning you can expect
from your PFL
Life & Legacy Planning
Kids Protection Planning
LIFT Business Advising
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.
How you hire us.
What we protect.
How we plan.
What you see.
How we deliver.
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.”
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.
Founder of Personal Family Lawyer,
New Law Business Model, and
Eyes Wide Open Life
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.