Providence Wills and Trusts

Wills, Trusts, Estate Planning, Asset Protection, Special Needs Planning, Medicaid Planning, Business Planning, Tax Planning, and Probate I used to believe that I went to law school a year too late. I needed to take a year after graduating from Chape...

Wills, Trusts, Estate Planning, Asset Protection, Special Needs Planning, Medicaid Planning, Business Planning, Tax Planning, and Probate I used to believe that I went to law school a year too late. I needed to take a year after graduating from Chapel Hill to figure out whether I wanted to go to law school or divinity school. Taking that year off meant the difference between having my choice of prestigious jobs at major law firms, as the law school class ahead of me had, versus entering the job market during the height of the worst legal job market in living memory. Despite graduating with honors from one of the best law schools in the country and being a law review editor, I couldn’t get a job with one of those big law firms. I couldn’t even get a job at a smaller law firm. In that one year, law firms had stopped hiring. I thought, “What rotten luck.” To make a very long story a whole lot shorter, I went out on my own. I was on a journey to find myself and run a successful business at the same time. I eventually found my niche in the estate planning field. I loved that instead of trying to resolve (or worse, perpetuate) conflict, I could help families prevent conflict before it happened. But being the new guy with no experience, I felt like I had no choice but to be the bare-bones, low budget guy. As you can imagine, that didnt' make me happy, and worse, it didn't make most of my clients very happy either. I quickly discovered that I needed to take the opposite approach and offer as much value as possible to my clients by doing things differently from other estate planning attorneys. It changed my life. First, we never charge an hourly fee. All of our services are offered on a flat fee basis with several flexible payment options. Our fees are always quoted up front so that you will never suffer the shock of an unexpected invoice. This means that you can always feel free to call us with your questions as they arise without fearing the bill that will follow. Second, we commit to an ongoing relationship with every client. Instead of sending you home with a binder full of documents and never seeing you again, we will give you all the assistance you need to put your plan into effect. Not only that, but we will even call regularly to follow up and make sure that everything gets done right. And if you are uncomfortable doing it yourself, we will do it for you! But the relationship doesn’t end there. All of our service levels include a free estate plan check-up every three years so that we can ensure that your plan keeps up with your changing life!