Getting Started

Our process begins with a Life & Legacy 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.

 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. 

Personalized Service

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:

• traditional two parent families or single parents wishing to provide for and protect their children and themselves;
• unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel,
• blended families negotiating the challenges of creating new relationships with varying expectations
• families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance
• high net worth families seeking strategies for minimizing estate and income taxes
• family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership
• estate executors and beneficiaries navigating the court process of probate administration
• family members or trustees carrying out the legacy left behind through a trust administration

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 Life & Legacy 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:

• Annual Plan Review with Unlimited Plan Amendments;
• Annual Priceless Conversations to transition your most important and most frequently lost family wealth- who you are and what’s most important to you. 
• Annual Membership in service which provides 24-7 on-line access to health care and guardianship documents;
• Substantial discount on our fees for advising your loved ones after you’re gone;
• Annual Review of Your Assets and Update of Your Asset Spreadsheet;
• And much more, including valuable membership enrollment bonuses.

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 Wellborn Law Firm 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 Wellborn 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.