Protecting You & Your Family
Welcome! Congratulations for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals.
HOW WE ARE DIFFERENT
Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you go in and meet with a lawyer who often makes it seem very complicated and confusing.
You have a good idea your lawyer is smart and seems to know what he is doing, so you nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you have the lawyer prepare documents for you, and you sign the documents, feeling relieved you got THAT taken care of.
You take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good, and never think about it again.
You might remember your lawyer said something about moving your bank accounts into your trust so you go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you are busy and never get around to moving that bank account.
A few weeks later, you get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of questions. You make a mental note– do NOT call the lawyer ever again.
Several years later, you refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you will get a bill in the mail two weeks later.
You hear something about a change in the tax law, but you figure you would surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it. Plus, you would have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information. Who has time for that?
It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they realize your plan is so outdated that it has nothing to do with your life, your assets, or the law.
Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How do I know all this?
Because it happened to my attorney mentor's family and her business. I promised it would never happen to my clients when I created my own firm. I have heard from countless people who have had this exact experience.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve people in their 70's and 80's who were preparing for death.
Our Firm Prepares You for Life
What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.
You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.
That is our focus as well. We’ve developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.
Our Team Is Here for You
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We will help ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.
We Help You Transfer Your “Family Wealth”
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?
If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Life & Legacy Planning Session.
We look forward to seeing you and caring for your family soon!
Olivia G. Lee, Esq.
Founder of Ionic Law Counsel
PS – If you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet with a Personal Family Lawyer®, that planning is substantially less costly than it would be for your family if you became incapacitated or die with a plan that doesn’t work or if you don’t have a plan in place at all. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!