Our Planning Process
Creating a comprehensive estate plan for your family is a big step – and we know that. The entire process takes no more than 8 weeks. Often, within a month of meeting with your Personal Family Lawyer, your plan is in place and your family is protected.
With most law firms, that’s where it ends.
But Attorney Scott Cohen and his associates at the Cohen Law Firm in Philadelphia are interested in developing a relationship with you and your family that lasts. The estate planning and care planning process we follow takes this goal into account.
Essential Estate Planning and Wealth Management
At the first meeting, you and your family will decide if you’re a good fit with your attorney. You’ll discuss what would happen to your assets and your family, based on your current documents (or lack of them), should something happen to you. Knowing this is a good place to start, because it helps you clarify what you would like to happen in such a case.
We offer three different planning levels, each offering a different level of guidance, and you can determine which level is right for you. Unlike most other law firms, we charge a flat fee for our services, and we don’t charge you for phone calls and emails. Our fees start at $2,000 for a plan that includes all the documents you need to keep your family and your assets protected. You can also access your documents in electronic form at any time.
Common documents we prepare for a comprehensive estate plan and care plan include:
- Powers of Attorney
- Advanced Health Care Directives
Then we’ll meet with you every three years, free of charge, to review your plan and make sure it keeps pace with your life. It doesn’t matter how much you paid for the documents you’ve prepared – whether you spent a lot or a little – if you don’t update them, it won’t matter.
If your family’s finances are complex, or you hold many assets, then schedule a second time to meet for a Whole Family Wealth Audit where we’ll review your finances more in depth.
Legacy Administration and Beyond
You can also schedule a Legacy Meeting, where you can take advantage of our program that gets at the heart of the things you want to pass on to your children – not just your wealth, but the things that matter most to you. In this Legacy Meeting, together we’ll:
- Make sure that your assets are owned correctly
- Make sure that everyone named in your documents knows what would happen and what to expect if something happens to you,
- Plan for what to do with the “human assets,” the intangibles that matter most to you, like your experiences, values, and beliefs.
Plan For Your Family’s Future – Today
Call us at the Cohen Law Firm today at (267) 297-2952. We are based in Philadelphia and serve families in Philadelphia County, Chester County, Delaware County, Montgomery County, and Bucks County. It’s never too early to start planning for your family’s future. Start today!
Call for a Free Consultation