Why did I choose to do estate planning in a new way?  First, you need to understand the traditional way of doing estate planning in my industry.

Currently all across the nation, attorneys are putting in place these formed documents that they know really won’t work when their clients’ families need them to.  It’s not because they’re bad people or bad attorneys, it’s simply because that’s the system they were trained on.

The system in a nutshell

  • One-size-fits-all form documents.
  • No updating of the documents or regular communication with the clients once the plan is done.
  • No inventory of the assets to ensure that all assets could be found by the family after the death capacity of a loved one.
  • Not ensuring that assets are titled properly to make sure that the plan actually works to keep the family out of court and conflict.
  • Kids at risk. Unfortunately many of the estate plans attorneys are putting in place for families with minor kids have huge holes that leave the kids at risk of being taken out of the home and placed in the Child Protective Services while the family’s will and named guardians are being located.

My horror story

It was this traditional way of doing estate planning and this outdated system that failed my own family when my father passed away in his late 40s. He had one of these one-size-fits-all estate plans, which did not work when my family needed it. My mother was forced to spend almost 3 years in probate court and had to pay her probate attorney $55,000 by the end of it.

That’s why I chose to do estate planning in a new way

When I became an estate planning attorney, I made a commitment to never allow any of my clients suffer what my own family suffered.  I wanted to create something truly meaningful for my clients in the form of estate plans that would actually work when their families need it to. To provide not only true peace of mind, but a process that would support my clients to not just plan for death, but to become better parents, better business owners, and better citizens of the community.

Additionally, I wanted to ensure that I only make estate plans that will actually for work for my clients when their families need them to. I take all my clients through a very particular and proven process which all starts with what we call the Family Prosperity Planning Session.

During this Prosperity Planning Session, we’re going to look at all the specifics of your family situation. In fact, we’re going to look at everything that you own, and everyone that you love, and see what would happen to everything that you own and everyone that you love in the event that you were to become incapacitated or die.  By the end of your planning session, you’ll be more financially organized than you’ve ever been before in your life. You’ll also walk away with a custom-designed estate plan that will make sure that everything will be taken care of the way that you want it to be if and when anything were to happen to you, and you’ll be 100% certain that your plan will work for your family when they need it.

If that sounds like the type of thing that you’d love for your family to have, and you don’t want them to have just a set of one-size-fits-all documents (which may or may not work), then schedule a time to chat with me on an initial call.  From there, we can schedule you for a Family Prosperity Planning Session with you and your spouse and get you on the path to a solid plan for your family.


This article is a service of estate planning attorney Elliott Feldman and the Elliott Feldman Law Group. We do not just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Family Prosperity Planning Session, during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Family Prosperity Planning Session and mention this article to find out how to get this $750 planning session at no charge.