Our Process
Our process is designed to ensure your confidence in our planning process every step of the way. Every decision is reviewed with you multiple times and yet the entire process typically doesn’t stretch out beyond 8 weeks, so you know that within a single month after meeting with your personal Lawyer, your family could be totally protected. It’s the perfect combination of efficiency and warmth.
The planning process begins with an initial meeting that is an opportunity for you to meet with Michael Lichterman, so that you each can determine if there is a good fit between you and our firm. During this initial meeting, Michael will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you. You will then be able to determine if there was anything about your current plan (or the state’s plan for you) that you wouldn’t like and you’ll get clear on what you would want to happen if something happened to you.
Assuming there is a good fit between you and our firm, Michael will help you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs – our fees are all inclusive, so there are no surprises) and you and Michael will design a plan right then that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.
After the design of your plan is complete, you will return to our office about 4 weeks later to sign your planning documents and your family and assets will be totally protected in the event of your death as of that point.
In most law firms, the relationship ends there.
This is where our law firm is very different.
