Scheduling a Legal Strategy Session
Why You Should Book a Legal Strategy Session
1. It’s Not a Sales Pitch
2. Read the Reviews
3. You’ll Leave with a Plan
How Does a Legal Strategy Session Work?
How Long is a Legal Strategy Session?
How Much Does a Legal Strategy Session Cost?
What if I’d Prefer a Video Conference?
What if I’d Like Other People to be on the Call?
What if I Have Documents for the Legal Strategy Session?
How do I Book My Legal Strategy Session?
What if I Need to Change the Date or Time of My Legal Strategy Session?
Without an Estate Plan, You Have no Control Over Your Legacy
If you don’t have an Estate Plan, then if something happens to you, you have no control over what happens next. If you’re sick and in the hospital, the doctors need to know whom to talk to and whether or not they have your permission to make medical decisions for you. When you die without an estate plan, your loved ones are left to navigate your local court’s processes and it will be up to the judge to decide how your legacy is treated. And if you have children under 18? That judge will be deciding who will take care of your children after you’re gone.
Controlling Your Company’s Future
Many business owners get their business started, filing the documents with their state, and never get around to their corporate documents. You can operate this way for years, but when a problem arises, you’ll wish you had taken the time to create an agreement. If your business partner dies, or they steal company money, or they want to sell their share of the business, without proper documentation, you are staring down a large legal bill to go back and solve what can be simple answers to questions most businesses face. Without agreements, you may even need to formally file a lawsuit to get answers to these simple questions.
Comprehensive Planning for Business Owners
If a business owner dies and the business doesn’t have its corporate documents in order, that business will now be tied up in probate court while the owner’s estate is sorted out. Instead, business owners have a unique opportunity to create comprehensive planning for their business interests and their personal legacy by creating estate planning and business planning documents that work together to form a cohesive plan for the future.
When You Can’t Avoid a Lawsuit
Whether you’re being sued or you need to sue someone, no one likes to deal with the court system alone (and if you’re a company, you aren’t allowed to go it alone, you need to hire an attorney). Before you try to navigate a system that lawyers spend years training for, let’s talk about some strategies tailored to your situation and if needed, we can discuss how to find you the right lawyer for your case.
Please use this form to schedule a convenient time for us to talk about your legal needs. Usually, a quick conversation can help us determine if we're a good fit to work together and if we need to schedule a longer Legal Strategy Session. In advance of our phone call, if there are any documents you'd like me to review or other information that would help us analyze your issues, you can email them to me ([email protected]) and I'll have them ready for our call.