Welcome to Ahead Of The Curve Law®
Estate Trust Planning and Administration
Who We Are
The team at Ahead Of the Curve Law® ensures that your estate planning is unique to you, your family dynamics, your assets. We applaud you for wanting to control your life by making sound decisions now that will govern what happens later when you cannot manage your affairs yourself because of incapacity or death.
You will feel less stressed when life hits you because you will have relationship with this firm. You won’t worry as much about the legal issues and can concentrate on your loved ones, knowing things are in hand. This relationship will develop because you enjoy and trust the lawyer and staff with whom you have shared your personal affairs. Your planning documents will be especially created for you. Together, the firm and you will keep your estate plan fresh and pertinent.
Two things reduce stress during life transitions. Excellent documents. Clear communication within the family. This firm prides itself on delivering both.
Lisa is always honored to hear that she just doesn’t seem like the typical lawyer. She’s not.
Don’t worry about cost
FREE PHONE CONSULTATION
We don’t want to add to your financial stress during this time of uncertainty in your life. That’s why we offer a free telephone consultation and, in the majority of matters, agree upon a flat fee for our services after we have met and reviewed your personal circumstances.
What You Can Expect
- A meeting with a lawyer for a free, telephonic consultation, prior to deciding to start the planning process or engage the firm;
- A flat fee in most estate planning matters so that you know what it costs and do not fear being charged when you call with questions or information;
- A plan designed, drafted, and reviewed by your lawyer, and NOT a paralegal;
- A lawyer who will take the necessary time to help you understand your legal documents and how your plan operates;
- Guidance for deciding whether you or the firm will handle processing beneficiary designations and transferring assets to your trust in order to avoid probate so your plan works.
- Future updates, only authorized by you at a fee to which you agree, that will keep your plan ahead of the curve from year to year and foster smooth transitions;
- Family meetings to answer questions in a setting that is transparent to improve family understanding of future events and each person’s role in the process;
- An energized, personal experience with your attorney and firm staff.