The people who inherited are now the people with houses and children of their own.
If your parents were clients here, we very likely still have the file. (CONFIRM FILE RETENTION AND WHAT MAY BE SAID ABOUT A FORMER CLIENT’S RECORDS BEFORE THIS LINE SHIPS)
Bring us up to dateThis is the stage nobody plans for and the one that says the most about a firm. The children who sat in on the meetings become clients. The trustee who was walked through their duties calls back years later about their own family. The plan gets restated because a marriage happened, or did not last, or a grandchild arrived.
We know what this looks like because it is a large part of the practice.
What lives here
“Attorney Shaffer has been our estate planning attorney for over 15 years and has helped us restate our living trust twice. She has guided us based on our evolving needs and is always dedicated to the best work.”
Erin L. C., client
“Mr. Patrick Phancao is an attorney that focuses on complex business structures and advanced tax planning. This could easily be determined by my conversation with him within minutes... Though I initially came in for a business purpose, I decided to also do my estate planning with them and received the same white glove service.”
Anderson C., client
Both founders wrote it down years before this page existed.
“This is why we have clients whose children become our clients, and then their children become our clients.”
Shadi Ala’i Shaffer
“True lasting Attorney-Client relationships only last to the extent they trust you with their family members.”
Patrick Phancao, JD, in The WealthCounsel Quarterly
“The money will come and go, yet family values can last a lifetime.”
Patrick Phancao, JD, in The WealthCounsel Quarterly
A marriage, a divorce, a grandchild, a house sold or bought, a parent gone. Any of them is a reason to look at the plan again.
The first meeting is a conversation about your family.
We get to the paperwork later.
