Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
Estate planning at Napier Law Firm LLC is not one size fits all. We offer 3 levels of planning to suit your varying needs.
At most estate planning law firms the relationship ends when you sign your documents. At Napier Law Firm LLC we see the signing of your estate planning documents as just the beginning of our relationship with your family.
Leaving A Real Legacy
Who You Are & What’s Important to You.
Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!
We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
We represent families throughout varying stages of life:
Ensure Your Plan Is Current
We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.
Our Family Wealth VIP Membership programs are part of what set us apart
and allow us to care for you and your family throughout all life's stages.
Make Sure Your Plan Changes With Your Life, Your Assets and the Law
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
3 Year Plan Review Is Included
With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Some of the Benefits Provided Under Our Membership Plans include:
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?
At Napier Law Firm LLC we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience.
If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
At Napier Law Firm one of our areas of greatest expertise is in planning for the well-being and care of the children you love.
What is a Kids Protection Plan®?
A Kids Protection Plan® is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.
If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don't have clear instructions from you. And your Kids Protection Plan® will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn’t know you.
To get started with your Kids Protection Plan®, click here to book a quick call.
Legally naming guardians is the first step to keep your family out of expensive and unnecessary conflict.
It only takes minutes, and it’s absolutely free.