Peace of Mind
Few things are more important to our peace of mind than knowing our dependents will be secure and that our assets will be passed on properly after we are gone. Despite this, not everyone realises the importance of having a Will. Among those who do, there are many who still do not have one.
Clients often tell lawyers they thought writing a Will would take too much time, they had to meet with a financial planner and get updated account information first, that it would be too expensive or that it would be emotionally upsetting to talk about. Happily, most of my clients later report that none of their concerns were realised. Many tell me they actually enjoyed the process!
Best of all, though, is that almost all of my clients express a relief that they are no longer worried about what might happen at some point in the future.
Tailored Advice
Your estate planning needs are unique. Whether they are relatively straightforward or more complex, you want to know your Will and other estate planning documents weren’t generated by a computer program. [Insert Name Here] isn’t a phrase you want to see on the first draft of your most personal documents!
My client philosophy is simple. As a lawyer, I believe I can only meet your needs and expectations by truly learning what matters most to you as an individual, as a spouse, a parent, grandparent, business owner and philanthropist. To accomplish this, I start the process by learning about you and your family, then about your assets and then about your plans for the future.
Along the way, I share anecdotal examples of situations that I have encountered personally or that the courts have addressed in the past; I may also explain current or past legislation. By providing you with information, our meeting becomes an open exchange rather than merely a transactional appointment. This results in a level of personal service not achievable in a large institutional setting or through a transaction-oriented notarial service. This is my commitment to you.
Wealth Preservation
Professional will and estate plan preparation eliminates uncertainties in how your estate will be managed and how assets will be passed along. Planning can also reduce or eliminate certain tax consequences and estate administration expenses. Where your businesses is concerned, professional guidance can reduce or eliminate delays in the processing of estate documents which might otherwise impede the operation or sale of your company.
My Estate practice is a natural fit with my personality; family is the driving force behind almost all that I do. 
© 2012 Lockhart Law Corporation