ASK THE PROS

How Do We Get a Foot in the Door?

Justin, My father needs to get his affairs in order, but he really doesn’t like attorneys. Do you have any advice on how to get his foot in the door? – Randy

Randy, Unfortunately, I can’t say that this is the first time I’ve heard an objection like that. Some folks have had a previous bad experience with an attorney. Others just have preconceived notions of how dealings with attorneys might be even though they haven’t personally had any experience with them.

I can’t speak for all attorneys. The best I can do is explain how the attorneys in my firm approach their practice. It starts with the physical environment. In each of my offices we do all we can to make our clients feel comfortable and at home, not intimidated by imposing buildings or impersonal accommodations. The next thing we do is emphasize to our staff members how important it is that every person who walks through our door feels like family.

When it comes to interactions directly between our attorneys and our clients, we strive to remember that the topics we’re dealing with have become second nature to us, but they’re often brand new for our clients. We pride ourselves in being as thorough and technically precise as possible while keeping things simple and avoiding over complication.

I can’t overemphasize how important professional help can be when it comes to the areas of estate planning and long-term care. Of all the areas of law, these seem to have the most dangerous of combinations – a mix of unrealized complexity and the belief held by some that they can take care of it on their own.

You need a plan, and you need a skilled team to help create and implement that plan. Most agree that failing to plan is dangerous, but having a plan that fails can be just as bad. If your father is still hesitant, he might benefit from reading my book, You Need A Plan. You can order a copy at YourPlanMatters.com. Or if he’s ready, call now for a no charge strategy session. We’d love to help.

Are you in a similar situation?

We can help you navigate your unique circumstance.

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