Family Life & Legacy Wealth Planning Session
During our first meeting together we want to really get to know you—identify your assets, get to know your family situation, and what matters most to you. We’ll walk you through how the law applies to your unique circumstances, including what would happen if you were ever unable to make decisions or passed away.
From there, we’ll work side-by-side to create a personalized plan that ensures your family never feels overwhelmed or uncertain during a difficult time. Together, we’ll map out how you want your affairs handled, how you’d like your loved ones supported, and how to keep everything organized and on track.
By the time you leave, you’ll feel confident, cared for, and more informed than ever about how to protect what matters most.
Working With Saeed & Little – Key Differences and Benefits
No matter if this is your first time working with an estate planning attorney or not, it’s essential to understand how working with us differs from working with a conventional attorney.
- Conventional attorneys often provide:
- A brief initial consultation
- General legal form explanations
- A price quote based mainly on document preparation
This can leave you unclear about what your family really needs. A feeling that the attorney is only focused on document costs rather than effectiveness. Ultimately you are left with a “documents-only” plan that might not help in real crises
What Makes Us Different – Life & Legacy Planning
- A Plan with a Purpose
We help you build a plan that improves life now and protects your family later. - Family Wealth Planning Session
Our goal is understand your assets, family dynamics, and legal implications in order to create a plan tailored strategy to manage your affairs and support your family.- Generally 2 hours in durations
- Include in depth work shops
At the end we want you to have clear expectations and peace of mind knowing that your family legacy is in caring and capable hands. Finally, you will have a deeper understanding of how to live your life and protect your legacy.