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It’s Easier than You Think

Schedule Your Personal Family Wealth Session

Call our office at 505-373-3319 to schedule your personal Family Wealth Planning Session.  We will schedule the most convenient appointment time available t you.  We have evening and Saturday appointments available to make planning as convenient for you as possible. 

Getting Started

WHAT TO EXPECT

After you schedule your Personal Family Wealth Planning Session, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your Personal Family Wealth Planning Session.

Please return your Family Wealth Inventory& Assessment to our office one week before your scheduled appointment.  If we do not receive it, we will need to reschedule the Session or charge you the Session fee. 

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.

On the day of your meeting, I will have blocked off 2 hours to spend with you to discuss your situation.  This meeting has two purposes:

  1. To educate you about estate planning and your options as well as what would happen if you died with your current (or no) estate plan in place, and
  2. To determine there is good fit between you and my firm.

If, during the meeting, you identify specific ways that you would want your current (or New Mexico’s) plan changed and if there is a good fit between you and my firm, then we can begin to design a plan to give you peace of mind, knowing your family will be taken care in the ways you want. 

NEXT STEPS

After the Family Wealth Planning Session, we will schedule a meeting within 4 weeks for you to sign your planning documents.  At this signing meeting, we’ll review your documents with you in a way that makes the plan easy to understand and give you the confidence that your plan will work the way you want it to.  Once you sign the planning documents, your family and assets are protected. 

This is just the beginning of your relationship with us.  You may make changes to your planning documents at no charge for up to 90 days after signing.  All of the important people you have named as health care agents, trustees, and guardians will be notified and informed o what to do if something happens to you. 

We further verify that all of your asset transfers are moving forward and on track, whether we are taking the lead or you are taking the lead.  We answer all of your questions then and at any time you may need clarification on any issue.  There is never a charge for that. 

IS THAT IT?

Now, the maintenance phase of your plan begins.  At no additional charge, we review your plan at least every three years and keep you informed regularly about changes in the law and anything else that may affect your family and your wealth.

Call our office at 505-373-3319 to schedule your Personal Family Wealth Planning Session today or Click Here to Schedule an Appointment Online.  

Call us now: 505-373-3319