How to Get Started
Getting started is easier than you think
By now you've seen that Mackintosh Law is something special. You know your family deserves the kind of protection, guidance and love we provide for a lifetime; you want to keep them out of Court and out of conflict when something happens to you, and you’re ready to take the first steps to get a plan in place.
We think that’s a great idea!
To get started, call our office at (919) 336-4219 and schedule your personal Life & Legacy Planning Session. We’ll find the most convenient appointment time available for you (we see clients Monday through Thursday).
Still have a few questions before setting up your session? That’s okay: use this link to schedule a quick 15-minute phone call.
It's important that you know how we work because we do things a bit differently here than at other law firms. And that difference is why our clients love us so much.
What happens next?
Preparing for Your Life & Legacy Planning Session
After scheduling your appointment, you will receive your Life & Legacy Inventory & Assessment and other important information that you will want to review prior to your personal Life & Legacy Planning Session.
We must have your Life & Legacy Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session.
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.
Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all.
How long is a Life & Legacy Planning Session? What is it like?
When you schedule your personal Life & Legacy Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time.
During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you.
And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
How Much Does a Life & Legacy Planning Session Cost?
Our Life & Legacy Planning Session is valued at $750. However, we offer the session to you at no charge.
We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We put most of our energy toward providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week.
We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can't attend your appointment, we will have enough advance notice to open the slot to a waiting family.
What to Expect the Day of Your Life & Legacy Planning Session
On the day of your meeting, please expect to spend up to 2 hours with estate planning specialist attorney Kristen Mackintosh. This initial meeting has two purposes:
To identify whether there is a good fit between you and our office and...
To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with our guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of Court, and out of conflict, when something happens to you.
Assuming that you both determine that there is a good fit between our firm and your family, AND that you identify specific ways you would want things to happen that are different from what would currently happen if something happened to you, you and our office can design a plan for your family right away.
What Happens Next?
Once you and Kristen have completed the design of your plan, we will schedule our next meeting for approximately 3 weeks later, to review your plan draft and discuss any changes you would like to have made.
Then, we’ll schedule a meeting for you to sign your planning documents, approximately 2 weeks later.
We have a process for reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm.
Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance.
We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.
We see this as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin.
At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and about other issues that affect your family and your wealth.
And, if you participate in one of our Life & Legacy VIP Membership programs, you will have an opportunity to review your plan on an annual basis, along with a number of other valuable services.
Finally, we are always here for you! We don't charge you for phone calls, faxes, or emails. We welcome your communications!
You'll be amazed at how easy and painless the entire planning process will be for your family.
Call to schedule your Life and Legacy Planning meeting today!