To say I was alarmed is an understatement. This was a major problem, and I was determined to figure it out.
I began interviewing estate planning lawyers across the country. Shockingly, every lawyer I spoke to was putting in place estate plans, wills, trusts and form documents the exact same way that my father-in-law’s lawyer had.
Like my father-in-law, clients took those documents home and filed them away in a drawer or on a bookshelf, checked “estate planning” off their to-do list, and never looked at them again—only for the family to find out (when it was too late) that those documents were out of date, and they were lost and confused.
I've spent the last 20 years of my career fixing what's broken in the estate planning industry, teaching lawyers how to do it right, and now I've got support for you.