Estate Planning

Getting Started

Get Started With Us

By now you have seen that we are different than your typical lawyer and because you love your family and want to keep them out of court and out of conflict when something happens to you, you are ready to take the first steps to get a plan in place. You know your family deserves the kind of protection, guidance and love we provide for a lifetime.

Your Appointment Options

You have three options for your next step:

  1. You can schedule a free 15-minute phone consultation to learn more about us and get a few preliminary questions answered. Click here to reserve a time on our calendar.

  2. You can schedule your Family Wealth Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.

  3. You can schedule your Estate Plan Checkup and Review if you have an existing plan so that you can get educated on whether your existing plan still works for your family or if you have gaps that you must fill to have the peace of mind your family is covered.

Our Process

We know that beginning your estate plan is a big step. Our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet the entire process stretches out only eight weeks. You can feel confident knowing that within two months of meeting with us, your family could be totally planned for, protected and not at risk of being stuck in court or conflict if something happens to you.

We guarantee to help you:

  1. Ensure your assets are owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it has all been a waste).

  2. Make sure everyone you have named to take care of you, your children, and the money you are leaving behind knows just what to do if and when something happens.

  3. Capture and plan for your intangible and most valuable assets: your values, insights, stories, and experiences that neither you nor your loved ones would ever want lost.

Then we meet with you at least every three years to review your plan and make sure it stays up to date. We do this because we know and we have seen it many times in our industry, that if regular reviews of your estate plan are not happening, then your set of documents is very unlikely to work when your family needs them.

And if you choose to join our Family Protection Plan, we will meet together annually for a comprehensive plan review and update.

Why Work with Us

Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.

When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your Will &Trust Documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most. So even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.

Hayden Adams Law is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. Or you can go to a traditional estate planning lawyer. If what you want is to know you’ve got a plan in place that will work when your family needs it, and keep the people you love out of court, and out of conflict, and your assets out of the hands of the government, then we might be the right fit for you.

HERE ARE SOME OF THE WAYS WE ARE DIFFERENT FROM MOST OTHER ESTATE PLANNING LAWYERS

  1. All of our fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.

  2. We keep you informed and make sure your plan works. We don’t just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you. And, we make sure that none of your assets become part of the $58 Billion of unclaimed assets across the United States.

  3. We review your plan at least every 3 years and annually through our Family Wealth VIP Membership program. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change: you change, your assets change, your family changes, the law will definitely change. When planning with us, your plan will keep up with those changes.

  4. We have a whole team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a process for helping you make sure that your assets are titled inthe right way, both now and over your lifetime.

  5. We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning so you never spend more than you have to or get taken advantage of by unscrupulous sales people.

  6. We’ve been specifically trained as a Personal Family Lawyer® to plan for your life and death, and to ensure that if you have minor children, they are never raised by anyone you wouldn’t want or taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training to do.

  7. Legacy Planning. We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets-who you are and what’s important to you.