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Why you
should plan

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ESTATE

At PURPOSE Law Firm, ESTATE is an acronym that stands for: Everyone Special To you and All Things Essential. We are passionate about helping families not only protect their financial assets, but their human, spiritual and intellectual assets as well.

We Educate and Empower you to make the best decisions for your family. We take the time to get to know you, your family, your concerns, your goals and your issues and we will gladly and patiently answer all of your questions to produce an ESTATE plan that is exactly right for you.

What is ESTATE Planning

Most people think ESTATE planning is just for the elderly or super wealthy…This is simply not true! At PURPOSE Law Firm we believe families with young children have much more at stake and need to properly plan to ensure the care of their children if the unthinkable happens to them.

Most people think an ESTATE plan is just a will… This is simply not true! At PURPOSE Law Firm we believe and help families plan for not only their death, but also their incapacity. Our ESTATE plans can include a will, a trust, all necessary ancillary documents, as well as everything you need to protect your children. Beyond the documents, we believe a properly designed ESTATE plan can keep your family out of Court, out of conflict, and keep your children out of the care of strangers.

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally - to you, your loved ones, your money, and everything else you care about – if something unexpected happened to you?

If you don’t have an ESTATE plan or you have an estate plan that is out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.

If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

We Do Not Do Consultations

At PURPOSE Law Firm we do not do consultations! During a typical Estate Planning “consultation” you tell an attorney you need a will, they say, “Ok” and then they draft a will for you, without ever considering what is most important to you! This simply does not work and can leave your family unprotected and produce unintended consequences that can leave your family dealing with a mess for years to come.

We do things differently! We do an “ESTATE Planning Education & Empowerment Session” absolutely free! (a $750 value). During this session we help you get more financially organized then you have ever been in your life. We also explore together who are the people and what are the things that are most important to you and what can happen to each without proper planning. If you choose to move forward with planning with us, we will help you design a plan that will protect your most valuable assets and leave a legacy for your loved one’s that will make them feel loved and well cared for.

If you already have a plan in place, we also include a comprehensive plan check-up absolutely free (a $950 value). We help you determine if there are any gaps and missing pieces in the plan you already have. And if we truly feel you have a solid plan in place we will tell you that too.

Ready To Plan With Us?

Book your ESTATE Planning Education & Empowerment Session now and when you move forward with planning with us you will get our HAPPY KIDS course absolutely free!

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Did You Know!?!

69% of parents have not yet named guardians for their kids? And of the 31% who have, many make mistakes somewhere in the process. Fill out this form and we will email you our Free “Top 10 Mistakes Parents Make When Naming Guardians” PDF.

Peace of Mind for You and Your Family

Whether you are unsure or ready to move forward, use this link to schedule a free 15-minute meaningful conversation so we can help you plan your next best step and help you gain peace of mind for you and your family.

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