Planning options you may choose include Wills, Trusts, Power of Attorney, Living Will, Healthcare Directives, a Plan to Protect your Children.  All plans include substantial extras that are not included with most documents-only estate planning attorneys.

Duration: 2 hours

Please expect to spend 2 hours together during this working meeting. 

What to Expect During Your Session:

1) REVIEW OF YOUR EXISTING PLAN: For those with existing plans, we complete a “50 point review” of your current plan prior to our meeting, looking at what’s changed (the law, your assets, your family) since you developed the plan. 

2) EXPLORE YOUR GOALS: We’ll discuss what you want to happen in all areas in the event of your death or incapacity.

3) CONSEQUENCE OF DOING NOTHING: We’ll walk through the “50 point review” review, evaluate your individual circumstances, and educate you about the law and what would happen when you die or if you become incapacitated with your current (or no) estate plan in place. 

3) CONCERNS AND SOLUTIONS: You will identify any concerns you have about what would happen with your current (or no) plan and identify what you would want to happen differently to have peace of mind. If you decide your current plan works the way you’d like, then there’s nothing more to do.  If you decide there are outcomes you’d like to change, you’ll decide what you want to address.

4) ACHIEVE YOUR GOALS: Assuming that there is a good fit between you and our firm, we’ll explore potential planning options to address your concerns and achieve your goals.  You’ll choose a level of planning that is right for you. We’ll discuss the details of the unique planning process we use to help you accomplish your planning goals.

5) DESIGN YOUR PLAN: Once you’ve decided to take action to address your concerns, we will formally agree to work together and jump to action as your attorney and trusted advisor, designing a plan for you on the spot.*  You’re in the driver’s seat, making decisions about what you want to happen. You’ll even choose your own flat fee based on your individual planning goals. If additional time is necessary to address complex planning matters, a second Design Meeting may be scheduled. 

Pre-Session Homework: 

We know how important and valuable the Life & Legacy Planning Session is to empower you and your family to make decisions that are best for you. That’s why we offer the “homework” FEE WAIVER to clients that demonstrate seriousness about becoming educated and empowered to make the planning decisions that fit their needs.  

The homework will involve getting your important information and documents organized, so we recommend scheduling your Life & Legacy Planning Session about two weeks in the future so you have plenty of time to get your pre-session homework completed and returned, to easily qualify for your fee waiver and receive your planning session for Free. 

*Please know that if you agree to hire the Attorney and the Attorney agrees to represent you after consultation, both parties will sign an engagement agreement setting the terms and conditions of the representation. Until the engagement agreement has been signed, La Strada Law or the Attorney do not represent you. 

Everything discussed during your Session is confidential and will not be shared outside our office without your permission.

Cost: $750

Planning options you might choose include Nomination of temporary guardians, Nomination of Long-Term Guardians, Confidential Exclusion of Guardians, Medical Power of Attorney, Important Healthcare Information, Family Emergency ID Cards, Instructions to Guardians and Caregivers, Letters to Temporary and Long Term Guardians, Legacy Interview. 

Duration: 1 hour

Please expect to spend 1 hour together during this working meeting. 

1) EXPLORE YOUR GOALS: We’ll discuss what you want to happen for your children in the event of your death or incapacity. Putting together a Protection Plan for your Children is not a substitute for a comprehensive estate plan, but it can serve as a starting point for those without a plan or as an additional safeguard for those with an existing estate plan. 

3) CONSEQUENCE OF DOING NOTHING: We’ll evaluate your individual circumstances, and educate you about the law and what would happen to your children when you die or if you become incapacitated with your current (or no) estate plan in place. 

3) CONCERNS AND SOLUTIONS: You will identify any concerns you have about what would happen to your children with your current (or no) plan and identify what you would want to happen differently to have peace of mind. If you decide your current plan works the way you’d like, then there’s nothing more to do.  If you decide there are outcomes you’d like to change, you’ll decide what you want to address.

4) ACHIEVE YOUR GOALS: Assuming that there is a good fit between you and our firm, we’ll explore potential planning options to address your concerns and achieve your goals to make sure your children are protected and cared for by those you choose in the way you want.

5) DESIGN YOUR PLAN: Once you’ve decided to take action to address your concerns, we will formally agree to work together and jump to action as your attorney and trusted advisor, designing a plan to protect your children on the spot.*  You’re in the driver’s seat, making decisions about what you want to happen for your children.  

Pre-Session Homework: 

We know how important and valuable the Protecting Your Children Planning Session is to empower you and your family to make decisions that are best for you. That’s why we offer the “homework” FEE WAIVER to clients that demonstrate seriousness about becoming educated and empowered to make the planning decisions that fit their needs.  

The homework will involve getting your important information and documents organized, so we recommend scheduling your Life & Legacy Planning Session about two weeks in the future so you have plenty of time to get your pre-session homework completed and returned, to easily qualify for your fee waiver and receive your planning session for Free.

*Please know that if you agree to hire the Attorney and the Attorney agrees to represent you after consultation, both parties will sign an engagement agreement setting the terms and conditions of the representation. Until the engagement agreement has been signed, La Strada Law or the Attorney do not represent you. 

Everything discussed during your Session is confidential and will not be shared outside our office without your permission.

Cost: $200

1) EXPLORE YOUR GOALS: We’ll work with you to get a clear understanding of where you are now and where you want to go in building your business, guiding you strategically to decide what you need (and what you don’t need). 

2) WORKING REVIEW: We’ll review what you’ve already put in place (if anything) or what you’ve contemplated putting in place. 

3) RECOMMENDATIONS: We’ll discuss any potential gaps or exposure to risk you might have, what you can do to improve your risk exposure or gaps, and how you might use a strong legal foundation to set-up and grow your business.*

4) STRATEGY: We’ll evaluate your needs together, considering your individual goals. You’ll decide what you’d like to put in place based on your individual risk tolerance. If changes to your legal foundation are recommended, we’ll give you tips to make modifications or set-up a strong legal foundation on your own and give you information about services we offer to help you accomplish your goals.

Cost: $475.00

*The New Business Mini Audit Planning Session is a limited scope relationship in which the client will receive preventative planning/and or check-up information from the Attorney. Prior to receiving any recommendations from the attorney, Client and Attorney will enter into a Limited Scope Engagement detailing the nature of the engagement. No ongoing legal relationship or work will be completed beyond that detailed in the Limited Scope Engagement, unless or until such work is detailed in an engagement agreement.

Duration: 4 Hours 

Please expect to spend 4 hours together during this working meeting. 

What to Expect During Your Session:

1) EXPLORE YOUR GOALS: We’ll work with you to get a clear understanding of where you are now and where you want to go in your business, guiding you strategically to decide what you need (and what you don’t need). 

2) WORKING REVIEW: We’ll review the legal foundation you’ve already put in place (if anything) from incorporation to contracts and team member set-up, discussing any potential gaps or exposure to legal risk you might have.  We’ll evaluate your current insurance protections and potential needs to ensure proper levels of protection are fully in place.  We’ll look at your current financial systems to identify any potential risk and recommendations.  We’ll evaluate your current tax strategies to identify any potential risk or opportunity for leverading tax advantages. 

3) RECOMMENDATIONS: We’ll discuss what you can do to improve your risk exposure or gaps, and how you might use a strong legal, Insurance, Finance, and Tax foundation to grow your business.*

4) STRATEGY: We’ll evaluate your needs together, considering your individual goals. You’ll decide what you’d like to put in place based on your individual risk tolerance.

Cost:$950.00

*The Legal, Insurance, Finance, and Tax Planning Session is a limited scope relationship in which the client will receive preventative planning/and or check-up information from the Attorney. Recommendations will be from a legal perspective considering broad strategy, as we are not finance, tax, or accounting professionals.  Prior to receiving any recommendations from the attorney, Client and Attorney will enter into a Limited Scope Engagement detailing the nature of the engagement. No ongoing legal relationship or work will be completed beyond that detailed in the Limited Scope Engagement, unless or until such work is detailed in an engagement agreement.