Thanks to LIBERTY STREET ESTATE PLANNING, finishing up these unfamiliar documents you have been putting off is as simple as making a low-key friendly phone call and answering a few basic questions.
Prospective clients have felt "comfortable" and "confident" as soon as they talk to Tom Greene or one of our associates.
"It totally blows my mind how easy it was to put this task behind me." Roberta D., age 46
Tom Greene: "I’m almost afraid to ask, but here goes: How’s your estate plan?"
On a scale of 1 – 10:
- 8 - 10 … Excellent. My partner and I have a will, revocable trust, durable power of attorney and an end of life health care directive.
- 5 – 7 … Pretty good. I am in good shape, but my partner is not.
- 3 – 4 … Not so hot. I think I have a 10-year-old will, but no idea what the other documents even cover. Plus, the lawyer I talked to wanted a fortune.
- 0 – 2 … Let’s put it this way: My partner and I have split. If something happens to me, I have no idea what will happen to my kids or my money. I am terrified!
If you answered 8+, you’re free to go. Shoot, you may want to be a lawyer.
If you rated in the 5 – 7 range, I advise you to stick around. What you’re about to learn could provide the comfort you crave – and save you money.
Which leaves those in the 3 – 4 and, gasp, 0 – 2 groups.
Yes, you’re behind, but are you really asking for much? No. You just want a smidgen of comfort and an ounce of confidence that you have done what every good parent or partner should do to provide for their family.
Well, I’ve got good news: You’ve come to the right place.
In fact, you’re gonna leave our relationship with a lot more than your modest wishes. For starters, you’ll lock in which assets your spouse or partner will get and which assets your children and grandchildren will get. And, you’ll make sure that your small children will be with guardians you choose, rather than the state. You’ll be free from worry about who has authority to handle your affairs if you are in an accident. Instead of fretting all the things that might go wrong, you’ll size up your situation and say: "I have taken charge and I am good to go!"
That’s a far cry from where you are now, right?
If it makes you feel any better, you’ve got lots of company. Plenty of smart people struggle to take the time to finish up this seemingly simple part of their life. Frankly, everyone realizes it’s part of being a responsible adult – they just keep putting it off.
Hi – I’m Tom Greene, I have practiced law for decades and am a Top 10% American Lawyer of Distinction. I am published regularly in the most prestigious national estate planning publications. As an attorney and trusted advisor, I have represented clients in almost every conceivable type of estate and financial situation. Estate planning is what we do! Inexperienced lawyers, non-specialist lawyers AND online services can make estate planning harder than it should be.
I’ve met many clients who believe their affairs are in good order, but upon examination, their score is in the mid-range, leaving important family needs unmet.
OK, I’ve suggested your planning may be less than stellar. You can tell for sure by asking yourself a few questions.
- Do I need a co-executor?
- How do I avoid the costs and time of probate?
- Should I have a living (revocable) trust? How does it work?
- What are the tax consequences of my bequests to loved ones?
- Should a family member be the trustee?
- Should my home be transferred into the revocable trust, and, if so, how?
- What do I do if I want to exclude someone from my will?
- Do I need a financial power of attorney…what about an end of life health care directive?
- How do I prevent underaged children from receiving a life insurance inheritance windfall?
Trust me, I’ve seen it all.
NO GUESSWORK. Most people want an experienced attorney to handle their estate planning, but they fear unknown costs. With LIBERTY STREE ESTATE PLANNING, you know up-front what you are getting and what the cost will be.
COMPARE US TO OTHERS. We are less than most estate attorneys and, yes, a little more than online document service. But that is before the extras they don’t provide, like:
- Free consultation
- Free second opinion
- Free financial review
- Free asset protection review
- Free one hour extra lawyer time for one year
WHAT ARE YOUR OTHER CHOICES?
For lawyers in the estate planning field, the real competition is not other attorneys. It is the "one-size-fits-all" software and online services.
If you are considering one of these services, first ask yourself a few questions:
- Their documents may be legal, but do they fit me?
- When you are on hold and the recording keeps repeating "we are not a law firm," what are they really telling you?
- Is the risk of a big mistake worth a little less cost?
Here’s what I can tell you.
At Liberty Street, we start with carefully selected documents that fit your personal situation and we fill-in your basic information. That is where "one-size-fits all" services stop, but where we begin. From there, we take the time to gather the additional information needed to properly draft the documents for your personal situation. For example: Do you have a child with special needs? What about family pets? Is there a vengeful ex-spouse?... and so on, and so on.
Don’t take a chance. Get an Estate Plan from a REAL lawyer - not a machine.
But, we don’t stop there…
As part of our basic plan, we provide:
Free of charge
- an Advance Health Care Directive for end of life care meeting the requirements of your State of residence.
AND
- An analysis of your financial condition and needs…with a second opinion, if needed.
AND
- An Asset Protection Review to identify potential exposures that could threaten you and your family’s future finances and comfort.
But the most important thing is…
A Liberty Street Estate Plan will Greatly help you sleep at night.
Maria L. can confirm. Carol T. can, too.
MARIA L. QUOTE: "Tom was patient, conscientious and made excellent suggestions. I always felt confident about his work. Finally, Tom was honest while still protecting our interests."
CAROL T. QUOTE: "His fees were extremely reasonable, and he paid a great deal of attention to our requests and needs. Overall, it was a terrific experience. We recommend Tom to everyone."
SO… WHAT IS THE COST FOR A LIBERTY STREET ESTATE PLAN?
Free Consultation ● Free Second Opinion ● Free reviews
Getting a new car is fun. Paying an attorney for a will is not!
With our decades of experience, we can offer the best in estate planning and documentation at an affordable cost. According to Martindale-NOLO, "it is rare" to see an all-inclusive couple estate planning package, like ours, for less than $2,500 to $3,000. Our costs for a couple averages less than half that*. Costs for a single person will vary.
*Assumes no unusual issues. Does not include title transfer costs (e.g. residence) and state & local fees, if applicable.
A LIBERTY STREET ESTATE PLAN typically includes:
- Will (Called a Pourover Will)
- Revocable (Living) Trust
- Durable Financial Power of Attorney (e.g. if you are laid up from an accident)
PLUS
- FREE Advance Health Care Directive for your State (end of life instructions)
Call Tom Greene at 706-207-0401 for a free consultation or email tom@libertystreet.org
Now, what's next?
First, we’ll have a free phone consultation. This usually takes ½ hour, where we gather basic information and learn your specific wishes. If the assignment leads in an unexpected direction, we promptly call it to your attention and offer alternatives.
If appropriate, we send you preparatory information leading to a second call where we obtain more personal information, answer your questions, and confirm agreement on our assignment.
Now the ball is in our court to prepare your estate plan documents. We shoot for a turnaround time of less than two weeks. During the drafting phase, we likely will contact you with additional questions and suggestions. Of course, you can call us anytime.
Then, we return the draft documents for your review and take your comments either by phone or email, whichever is most convenient for you.
The final step is to deliver your execution ready documents with detailed execution instructions.
FAQs:
After I execute my LIBERTY STREET ESTATE PLANNING documents, what if I need to make a change?
We’ve got you covered. As part of the Plan, we offer you up to one hour of additional free legal time for one year to make document changes.
You’ve got my money. How do I know you’ll deliver?
Since Liberty Street was originally founded in 1980, our record is unblemished. We expect to be around a lot longer, so we have to earn your trust.
Questions / Get Started
If you have a question about LIBERTY STREET ESTATE PLANNING’s services, or if you’d like to get started, call Tom Greene directly at 706-207-0401. You can also send an email to tom@libertystreet.org.
YOU DESERVE PEACE OF MIND. START TODAY WITH US!
"If you have read this far, please take a moment to pick up the phone and call me. The chat is no charge. Again, my number is 706-207-0401"….Tom.