The Legal Care Plan Attorney

David C. Brunell, Attorney at Law

Our Difference

WHAT MAKES US DIFFERENT? 

1.         Our common problem is No one teaches us how to organize our legal lives or where to begin.  We teach you how to organize your legal life and prepare to take care.  Our legal lives can change in an instant.  We all will eventually need care or become caregivers.  Being caught unprepared will cost you and your loved ones unnecessary stress and expense.  Most negative aspects of your legal life are avoidable with a little education and preparation.  We employ a holistic approach to legal care planning and walk you through an educational journey that leaves you organized and prepared to take care of your loved ones.  You will also be prepared for someone to provide care for you.  Every legal care plan is focused on family harmony and your peace of mind.  The next evolution in estate planning is right here; all you need to do is contact us.

 

2.            DOES YOUR ESTATE PLANNING ATTORNEY

…PROVIDE YOU A LEGAL LIFE AUDIT AND HELP YOU CREATE A LEGAL LIFE CARE PLAN?

…PROVIDE YOU EDUCATION BEYOND THE LEGAL DOCUMENTS?

…MAKE HOUSE CALLS?

…PROVIDE YOU a 90-DAY SATISFACTION REVIEW PERIOD?

…PROVIDE YOU A FOLLOW UP CONTACT TO KEEP YOU UP TO DATE?

…PROVIDE YOU WITH POA REAFFIRMATION FORMS?

…PROVIDE SUPPORT FORMS TO ESTABLISH YOUR HEALTH CARE PREFERENCES?

…PROVIDE A BINDER SYSTEM TO EASILY ALLOW FUTURE UPGRADES?

…OFFER A FREE REVIEW OF YOUR EXISTING ESTATE PLAN?

…OFFER A FLAT FEE TO AVOID COST OVERRUNS?

…PROVIDE YOU PEACE OF MIND THROUGH EDUCATION AND PREPARATION?

WE DO ALL OF THE ABOVE!

  

WHY HIRE OUR LAW FIRM:

  1. Unlike most law firms that prepare only a wealth transfer plan, we help you create a “legal care plan”.  We listen to your goals, concerns about family harmony, passing wealth to your children, philanthropic goals, stewardship concerns and guide you through the confusing landscape of options and advisors.
  2. Our emphasis on client education is crucial when catering an effective legal care plan or solving a problem for a client.
  3. We bring estate planning out of the “ivory tower” to your kitchen table.  We make house calls.
  4. Our three step legal care planning process is unique and greatly increases client understanding and reduces stress.
  5. Your life care plan is created at your speed, with your active participation.
  6. We offer a flat fee up front, so you get the level of service you need without an escalating legal bill.  So go ahead, ask all your questions.

 

How Much Do You Charge?

If you came to this page to find out what I’ll charge you for my services or you are considering calling me (or any other attorney) to ask, “How much do you charge for services?” Stop.

It’s not the right question. And I’m glad I caught you in time.

The question you want to ask first is “What do I really need to have in place to ensure me, my family, and money are cared for the way I want?”

Far too many people make their estate planning decisions based on what it’s going to cost. Sometimes, that may be the right criteria. Most of the time it’s not.

The problem is you don’t know what you don’t know.

When you get on the internet to download a cheap will or fill out canned documents from a book or DIY kit from the office supply store, you don’t know what you are actually putting into place or setting in motion.

When tragedy strikes, it’s your family who is left holding the bag.

Failed plans, unnecessary, expensive, totally public probate, multiple probates in different states, even, loss of sovereignty, legal fees for guardianships and conservatorships, being at the mercy of the judicial system.

When you hire me, you aren’t paying for documents. 

You are hiring me for my guidance throughout your lifetime and to be there for your loved ones when you can’t be. 

When you hire me, you aren’t renting my time, but my brain and my heart. You are hiring an ally who will help you get your affairs in order, and keep them there across time and changes in the law, tax policies and your life.

When you call me and ask how much for my services, I can’t give you an answer because I don’t yet know exactly what you need.

Maybe a Will would suffice for your family, but maybe it won’t.  And if I tell you how much a Will costs and then you come into my office and you need so much more, you’ll be angry with me.

So I won’t answer your question.  Because I don’t charge for Wills.  I charge for advice, guidance, counsel and support.  The Will? It’s free.

Our process begins with a Family Care Planning Session.  Before this Session, you will receive a package of information with homework for you to complete so you can benefit from the time with me the most.

Whether I ever write a Will (or any other documents) for you or not, I want every interaction of ours to be extremely valuable to you.

To that end, I’ll review the homework you complete before we meet.  And then we’ll invest our time together exploring your life, looking at what would happen to you, your children, your money, and the people you love if anything happens to you.

You will feel heard, cared about, informed, educated, and empowered to make the best decisions for the people and things that matter most in your life.

If, after we spend that time together, it turns out you need a Will (or any other type of legal planning), it will be because we came to that conclusion together.

Then, I will offer you planning packages that will cover the different options for taking care of things the way you want.

I can tell you this – most of our foundational plans range between $500.00 and $5,000.00  Your package will be customized to the specific needs and objectives of your family.  Once we agree on the exact service you desire, I will provide a written quote.  At that point you decide if you can afford the level of peace of mind you had requested.  

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