How To Get Started

By now you’ve seen that Culpepper Law is different 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 Culpepper Law than at other law firms. That’s why our clients love us so much.

Schedule Your Personal Family Wealth Planning Session

Call Amy at 937-589-4144 to schedule a Family Wealth Planning Session. Amy will schedule the most convenient appointment time available for you.  We see clients on Wednesdays, Thursdays, and Fridays, {and we even have evening or weekend appointments available} to make planning as convenient for you as possible.  

When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you.  We will send you a package of information to complete before our time together to prepare you to get the most out of the Session.  During our meeting, we will come up with a plan to protect your kids and money. 

 

What to Do Prior to Your Personal Family Wealth Planning Session

About 3 days after scheduling your appointment, you will receive a Priority Mailer with your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session either by mail, fax or electronic mail.  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 bring them with you to our first meeting.

What to Expect the Day of Your Personal Family Wealth Planning Session

On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:

  • To educate about estate planning and our process and…
  • To educate you about 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 your Personal Family Lawyer’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.  We will then design a plan for your family right away.

What Happens Next?

Once you and your Personal Family Lawyer have completed the design of your plan, you will meet with Amy, our Client Service Specialist, who will ask you about missing information, take your payment, 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. At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward 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.  Finally, we will interview you for your Family Wealth Interview.

What Happens After I Sign My Estate Planning Documents and Take Them Home?

After the planning phase is complete, the review/membership phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.  Call us today to learn about the Membership Programs. 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! 937-589-4144!