Big Announcment Here – See How It Benefits You!
September 28, 2009
Welcome to the New
Your Personal Family Lawyer™
It’s official – I have been designated by the Family Wealth Planning Institute as a Personal Family Lawyer. This means I have discovered a whole new way to work with my clients to ensure that they make the best possible legal and financial decisions throughout their lifetimes. It also means their families will know just where to turn when my clients are unable to be there themselves. As a Personal Family Lawyer I am committed to making sure that my clients’ plans will keep up with all of life’s changes, big and little, and that their plans work when their families need it. To do so, I will be reviewing all of my past, present, and future clients’ plans at least every three years at no extra charge.
There are many other changes that we are putting in place at Lichterman Law now that I have become a Personal Family Lawyer. A brief summary follows, but if you are an existing client and would like to hear more about it, please come in for a visit. Just call our office at (616) 827-7596 to schedule a phone call. I have reserved a few time slots each week to catch up with my existing, valued clients. If you are not already a client but would like more information about Lichterman Law, please visit the rest of my website and then call our office to schedule a meeting. My appointments are on a first-come, first-served basis.
I am excited and look forward to serving you even better.
Sincerely,
Mike
Summary of Personal Family Lawyer Benefits for Clients of Lichterman Law, PLC
- No more hourly billing, ever. Everything I do for business and estate planning is now billed on a flat-fee basis, agreed to in advance, so there are never any surprises about what something will cost you. There is no need to be afraid to call; we won’t send you a bill unless you’ve understood and we’ve agreed to it in advance.
- Call me first! Call before making important financial or legal decisions for your family, for example: buying insurance, signing legal papers of any kind, refinancing your house or purchasing a new asset, starting or selling a business, or if you are in an accident. I’ll help you make the best decisions and/or connect you with one of my pre-vetted, trusted professionals who can. I have a trusted group of insurance agents, financial advisors, real estate brokers, and attorneys practicing in other fields of law to whom I can refer you. Lichterman Law Membership plan participants won’t pay for this “legal concierge service.”
- No more phone tag. As always, you can email us any time for a fast reply. When you need to call to talk with me, your Personal Family Lawyer, about something strategic or legal in nature, my team will help you schedule an appointment when we are both available so I am best prepared to respond to your needs and we can avoid frustrating phone tag. Lichterman Law Membership plan participants receive a priority response.
- Regular review of your legal documents. Your legal documents must be maintained so they continue to work the way you intended when you set them up. If you sign up for the Lichterman Law Membership Program, I will conduct this review and update your documents annually.
- Lichterman Law Membership Program. We know you want affordable access to your own trusted lawyer. You want someone to whom you can turn for legal document reviews, lawyer’s letters, and all around great guidance. Now you can have a personal “legal concierge” relationship with your own Personal Family Lawyer without worrying about it breaking the bank.
- Priceless Conversations. You want to leave a legacy, but what does that really mean and how do you do it? Have a Priceless Conversation with me and in 30-45 minutes you’ll know. Your family will thank you. It’s a gift that truly is priceless.
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This is terrific news for those of us who live in West Michigan! I’ve been looking for a lawyer like you for a long time!
Paula Woolley
Kalamazoo