FAMILY WEALTH COUNSEL PROGRAM™

What if you had access to a family lawyer anytime, without worrying how much it might cost you?

To ensure your family wealth planning stays up to date, we eliminate hourly fees, provide discounts on future legal services, and guide you to create a real legacy for your family!

Legal solutions tailored to your situation

Family Wealth Counsel
People don’t consider talking to a lawyer until there is an urgent issue, like a speeding ticket or a potential litigation. For routine legal concerns related to financial decisions, you may have relied on Google searches. I understand. You were dreading the cost of a phone call with a lawyer. You were not sure whether you’ll find the right lawyer to understand your situation.

However, seemingly straightforward transactions could lead to hidden legal pitfalls that may cost you a lot more money later. Some of these pitfalls will not surface until years later. The generic legal advice on Google will not reveal all the risks specific to your situation.

When you finally seek a lawyer’s help, it will take significant time and money to explain your specific situation. A lawyer’s advice from a frantic phone call will likely not completely address your legal challenges.

A new, effective estate planning model

Having helped families with their estate planning for years, I’ve learned there are risks with not having easy access to a family lawyer. Life is in constant motion – the law and your assets change.

Yet people hesitate to call a lawyer to update their estate plans.

In the traditional estate planning model, the client proactively contacts the lawyer when there are changes. But you’re busy, and it’s easy to put this off. Yet, the plan that hasn’t been updated is more likely fail, when your family needs the most.

So I created a membership plan to provide you with ongoing legal services, without charging you hourly fees. It’s the perfect solution to replace the outdated traditional client-lawyer relationship.

As your family lawyer, I’m committed to ensuring your estate plan works throughout your lifetime, giving you affordable access to legal services before you make financial or legal decisions.

How will I do this?

By implementing a brand new program you are going to love! Our Family Wealth Counsel Program™ will transform the way you make financial and legal decisions! Membership is limited because it involves significant personal service from our team.

Here are some of the benefits you’ll enjoy

No charge access to me, your personal lawyer, so you can consult with me before making legal or financial decisions for your family – and not have to worry about being billed. Plus, you get a private emergency hotline number, available only to member clients, in order to reach me after hours or on weekends.
Annual review of your estate planning documents and unlimited plan amendments, so your plan always works, no matter what changes in your life or the law.
Up to five lawyer’s letters per year. Unlike traditional lawyers, who are trained to escalate conflicts, these letters will be written to resolve conflict without litigation.
If you need additional legal services, you will receive up to a 50% discount on extra services.
In the event that you need additional legal services that our office cannot handle for you, you will receive direct access to my Team of Trusted Legal Experts, many of whom will pass on discounted fees for their services, because I do not take a referral fee from them.
OUR ANNUAL MEMBERSHIP PROGRAM PROVIDES EASY AND DIRECT ACCESS TO LEGAL COUNSELING TO MEET YOUR AND YOUR FAMILIES’ COMPREHENSIVE ESTATE PLANNING NEEDS ANYTIME YOU MAY NEED IT.

To be part of our Family Wealth Counsel Membership™ Program, just be one of the first 100 people to respond.

Warren Buffett has Charlie Munger as his legal advisor. Are you ready to have a family lawyer to protect and grow your wealth? This is a perfect opportunity to ensure your family wealth plan is always up to date, and that you have unlimited access to your personal family lawyer, without ever having to worry about the cost.
Click the button below to schedule your free, confidential consultation, and discover how we can help you create the perfect international estate plan.
SCHEDULE YOUR FREE CONSULTATION TODAY

Choose The Plan:

Trust Plan

THIS ANNUAL PLAN INCLUDES:

Annual family wealth plan review and unlimited updates. Access to a family lawyer at any time before making important financial and legal decisions.

And more…

Monthly investment: $97

SUBSCRIBE NOW

Wealth Plan

THIS ANNUAL PLAN INCLUDES:

Annual family wealth plan review and unlimited updates.

Access to a family lawyer at any time before making important financial and legal decisions.

Annual review of Family Wealth Inventory. Unlimited future asset transfers after initial planning.

And more…

Monthly investment: $197

SUBSCRIBE NOW

Legacy Plan

THIS ANNUAL PLAN INCLUDES:

Annual family wealth plan review and unlimited updates. Annual family wealth plan review and unlimited updates. Access to a family lawyer at any time before making important financial and legal decisions. Annual review of Family Wealth Inventory. Unlimited future asset transfers after initial planning. Annual meeting to update corporate records for a single business you own, for maximum liability protection. Additional businesses at a reduced fee. Objective, Private Strategic Life Planning Session And more… Monthly investment: $297
SUBSCRIBE NOW
Wait! You don’t have a family wealth plan? Let’s talk about that first.
Request More Information About How To Set Up An Estate Plan For Your Family
SET UP AN ESTATE PLAN
Click the button below to schedule your free, confidential consultation, and discover how we can help you create the perfect international estate plan.
SCHEDULE YOUR FREE CONSULTATION TODAY