Many estate planning attorneys take a "one-size-fits-all" approach with their clients. They do this so that they can work with as many people as possible in a short period of time.
The problem is that the client has an impersonal experience, and worse than that, this way of planning can lead to unintended results in the long run for the family.
When lawyers do not take the time to listen and consider your personal circumstances, the result is that your estate plan (typically not really a “plan” but simply a set of documents) does not end up reflecting what you and your family really want to happen or might think will happen.
And usually there is no regular plan review or updating that your attorney is doing for you, so your plan quickly becomes outdated and does not work when your family needs it most.
Even though you may pay less up front to get a standard set of documents (even if the documents might feel customized for your family), things end up much more expensive in the long run.
Plus, you leave your family at risk of having to deal with an expensive, unnecessary and public court process during a time of grief.
Cava & Faulkner is right for you if you want to know that your plan will actually work when you and your loved ones need it the most.
If all you want is a set of legal documents, there are plenty of online resources you can use to create them or you can go to a traditional estate planning lawyer.
If what you want is to know you have a plan in place that will work when your family needs it, will keep the people you love out of court and out of conflict, and will keep your assets out of the hands of the government, then we might be the right fit for you.
Before you engage an estate planning lawyer to help you plan for the well-being of your family and loved ones, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.
Do not let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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Cava & Faulkner
9070 Elk Grove Blvd
Elk Grove, CA 95624
(916) 685-1225 phone
(916) 685-0215 fax
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