How to get Started
By now you’ve seen that Obenauf Law Group is something special, and because you love your family, you know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s important that you know how we work, because we do things a bit differently at Obenauf Law Group than at other law firms. And our clients love it.
Schedule Your Personal Family Wealth Planning Session
Call our office at 244-3905 to schedule your personal Family Wealth Planning Session and ask to speak with our Client Services Director. They will schedule the most convenient appointment time available for you to meet with Meg Obenauf. We see clients on Monday, Tuesday, and Wednesday during business hours and Thursday and Friday evenings, to make planning as convenient for you as possible.
When you schedule your personal planning meeting, we block an hour on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
Our planning meeting is $350 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee.
What to Do Prior to Your Personal Family Wealth Planning Session
About 3 days after scheduling your appointment, you will receive a packet with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal planning meeting. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, fax or email or we will need to reschedule your meeting. Feel free to call the office at any time if you need assistance completing your worksheet or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Personal Family Wealth Planning Session
On the day of your meeting, please expect to spend up to an hour with Meg. The initial meeting with Meg has two purposes:
1. To identify whether there is a good fit between you and your attorney and
2. To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with Meg’s guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and Meg can design a plan for your family right away.
What Happens Next?
Once you and Meg have completed the design of your plan, you will be in contact with our client services director who will review your assets for the purpose of ensuring that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
During the signing meeting and our last meeting, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren’t or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there’s no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, you may have your plan reviewed by us every three years, and we will keep you informed about changes in the law and about other issues that affect your family and your wealth. Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications!
You’ll be amazed at how easy and painless the entire planning process will be for your family.
Call us today! 244-3905