Our Services

Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client's particular needs, desires and values, and then tailor a plan to best fulfill their dreams.

With every estate plan we include a no-charge three year review to ensure that as our clients' lives change, so, too, does their estate plan. We particularly want to ensure that title to our clients' assets are always properly maintained for maximum protection.  We keep all our clients updated about changes in the law and issues that may affect their lives.

Our clients benefit from the care we offer their entire family, from free estate checkups to basic planning documents for young adult children. Become part of our client family and experience how much we care. We represent individuals and families throughout varying stages of life, including:

  • Traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • High-net worth families seeking strategies for minimizing estate and income taxes;
  • Family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
  • Professionals that are seeking to provide maximum protection of their assets;
  • Individuals desiring to form a corporation, LLC, or partnership for a business venture and seeking to maintain maximum protection from personal liability;
  • Estate executors and beneficiaries navigating the court process of probate administration;
  • Family members carrying out the legacy left behind through a trust administration; and
  • Executors, trustees and beneficiaries seeking to resolve conflicts.

How We Are Different

Our Firm Helps You Prepare for Life

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you've made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.

That is our focus, as well. We've developed unique systems to give the same access to a lawyer as was previously only available to the likes of the ultra rich so you can have the guidance you need to build and maintain a life of prosperity and wealth.

We encourage communication with our clients. In fact, we've thrown out the time clocks so you never have to be afraid to call with a quick question (or not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

We have a whole team in place to serve you. When you call our office to ask your quick questions, you won't have to wait hours or days for a phone call back. You'll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your attorney, a call will be scheduled when you are both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

And, we ensure the most important details of your planning are followed through and your plan continues to work throughout your lifetime. We have a "funding coordinator" to ensure your assets are protected throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the State because they were missed after your death.

We look forward to seeing you and caring for your family soon!

- T.J. Wall

P.S. If you think this sounds expensive, well, you’re right and you're wrong. I can guarantee you that planning is substantially less costly than it would be for your family if you died with a plan that didn't work or if you didn't have a plan in place at all. And, I've never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn't afford it. We've made creative financing available to our clients because we know that this planning is the foundation for a life of success!

How To Get Started

Call our office at 888-829-0894 to schedule your Personal Consultation and ask to speak with Trisha, our Client Services Director. Trisha will schedule the most convenient appointment time available for you. We see clients Monday through Saturday. We even have evening appointments available to make planning as convenient for you as possible.

What to Expect the Day of Your Personal Consultation

On the day of your meeting, please expect to spend two hours with your attorney. The initial meeting with your attorney has two purposes:

  • To identify whether there is a good fit between you and the attorney; 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 your lawyer's guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you.

Assuming that you and your attorney 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 than what would happen if something happened to you, you and your lawyer can design a plan for your family right away.

What Happens Next?

Once you and your lawyer have completed the design of your plan, you will then schedule a meeting for you to sign your planning documents approximately four weeks later. We have a process of reviewing the 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 documents, your assets and your family are protected as discussed during your design meeting.

We also verify that all your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our unlimited 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. In addition, we send letters to all of the important people you have named as health care agents, trustees and guardians letting them know just what to do if something happens to you – namely, call us, we're here for your family!

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 at least monthly about changes in the law and about other issues that affect your family and your wealth.  Finally, we are always here for you and 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 us today!