What to Expect with Saeed & Little

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.

Here, we’ll outline our procedure in the hopes that it will motivate you to contact us, and determine what your family needs you to have in place in order to avoid leaving a mess behind if you become incompetent or pass away. We guarantee to help you develop the wisest, most inexpensive, most effective, time-saving strategy for yourself and the people you love.

An initial meeting with Saeed & Little differs significantly from an initial consultation with a standard estate planning lawyer due to our firm’s distinctive methodology. A typical “first consultation” would be a meet-and-greet session during which the attorney would explain the different legal paperwork you need to create and give you a price estimate for doing so.

It will probably be quite challenging for you to understand exactly what you need for your particular family situation, assets, and decision-making process in those discussions, beyond merely determining whether the price of these documents is within your means. You’re more likely to get a set of documents that won’t serve and safeguard your family or your assets when they need it the most if you base your decision on what you need only based on the cost of the documents.

We’ve seen it all too often, but it’s unfortunate: Despite your best efforts, you either fail to create a will or trust or deal with a lawyer who creates a documents-only plan that amounts to little more than what you could create on your own using an online document provider. Your family is then left in a mess if you become incapacitated or pass away because they don’t know where your assets are, they don’t know who to contact, your paperwork is outdated, and your loved ones are simultaneously disoriented, confused, and sad.

Our entire estate planning procedure, which we call Life & Legacy Planning, has been created to support a completely different reality, in which you utilize it to not only build a plan for the people you care about when you pass away, but to also improve your life right now.

Known as a Family Wealth Planning Session, our initial appointment with you is a two-hour working session. You will inform us of all of your possessions and family dynamics during this session, and we will advise you of how the law would apply to you, your assets, and your family in the event of your incapacity or passing. Then, in order to ensure that your family never feels lost, confused, or alone during a time of bereavement, we will work together to design a plan for how to manage your affairs, how you’d like your family to be supported, and how to maintain track of your assets. And when you leave the session, you’ll feel relieved, taken care of, and more knowledgeable than ever about how to live your life.

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