HOW ZARDA LAW IS DIFFERENT
Traditional Estate Planning: A Frustrating Experience
Imagine: confusing meetings, expensive bills, and a fancy binder gathering dust. Your plan is quickly outdated by life changes and legal updates. This is the traditional estate planning experience with:
Unclear Communication: Legal jargon and complex explanations leave you unsure.
Hidden Costs: Unexpected bills for simple questions add up.
Outdated Plans: Life changes and legal updates render your plan ineffective.
Lack of Communication: Your lawyer doesn't proactively update your estate plan.
This is exactly how Zarda Law S.C. doesn’t operate.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80-year old’s who were preparing for death.
Let’s do Estate Planning better.
Zarda Law’s Approach: Estate Planning Evolved
With the Zarda Law S.C. approach, your estate plan becomes a valuable tool, not a dusty binder on a shelf. We'll ensure it evolves with you, keeping your loved ones protected throughout your life's journey with:
Clear Communication: We explain things in plain English and answer all your questions.
Affordable Services: We offer transparent, flat fee pricing and flexible payment options.
Peace of Mind: Knowing your loved ones are protected, ensure your children are cared for by the right people, and your assets are distributed as intended.
Avoid Court & Conflict: Minimize the risk of legal disputes within your family and the costly probate process.
Don't leave your loved ones with a mess. We'll provide the guidance you need to create a customized plan that works for your family, now and in the future.
Read on to learn more about how Zarda Law S.C. prepares you for life, not for death.
Our Team is Here For You
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. 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 to serve you. When you call our office to ask your quick question, 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 Personal Family Lawyer®, a call will be scheduled when you're 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 on and your plan continues to work throughout your lifetime.
We have a “funding coordinator” to ensure your assets are owned the right way 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’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.
We Help You Transfer Your “Family Wealth”
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How did they feel about you? What did they learn during their lifetime?
If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Life and Legacy Planning Session. Book Your Planning Session now by clicking here.
We look forward to seeing you and caring for your family soon!
– Lisa McGraw, Esq.
PS – if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet with a Personal Family Lawyer®, that planning is substantially less costly than it would be for your family if you became incapacitated or die with a plan that doesn’t work or if you don’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!