Are you different?

I've spent the past two days documenting processes in my office.

What fun!

Not really.  It's actually been pretty tedious.

But, it's a critical part of knowing that our clients are taken care of in just the way I want and that I can create the system to show you how we do it.

I was once again reminded of how far above and beyond we go to take care of our clients.

See, I'm only willing to charge higher fees if I can justify the extra expense.

The process mapping I spent the past couple of days doing, confirmed our fees are well justified.

Are yours?

Here are a few of the things we do differently:

* Kids Protection Plans(tm) to ensure our clients kids will never be taken into the foster system if nothing happens to their parents.

* Streamlined 3-meeting process that keeps clients informed.

* Funding Toolkit and comprehensive asset spreadsheet with explicit  direction and accountability so  every asset gets funded.

* Letters sent to guardians, health care agents, and successor trustees letting them know what to do if
anything happens.

* Review of plan every three years.

* Priceless Conversations to capture and transition whole Family Wealth.

* Annual membership programs give clients a true Personal Family Lawyer for life.

Start your own list, expand it and become the lawyer you've always wanted to be.