The Traditional Lawyer Experience
Explaining what sets Pennsylvania’s Pile Law Firm apart first requires an explanation of the “traditional” lawyer experience. If you’ve worked with a lawyer in the past to prepare your estate planning documents, much of this will likely sound familiar.
During the traditional experience, you’ll go in and meet with a lawyer, and that lawyer will make things seem very complicated and confusing. No doubt you’ll recognize that the lawyer is smart and seems to know what he or she is doing, so you’ll nod and answer questions as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you, and you’ll sign the documents, feeling relieved that you’ve got that taken care of.
You’ll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as “DONE,” and never think about it again.
You might remember your lawyer said something about moving your bank accounts into the trust. So you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back (which takes several hours at least and sometimes days), and by that time, you’ll have gotten busy with other things and not gotten around to moving that bank account.
A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time in which all you did was answer a couple of questions. Then you’ll make a mental note: Don’t call that lawyer ever again!
Several years later, you’ll refinance your house or sell it and buy a new one, and you’ll forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you won’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
You’ll hear something about a change in the tax law, but you’ll figure you surely would have gotten a letter in the mail from your lawyer if the change affected you, so you don’t worry about it. You won’t call your lawyer, either. Why? Because you don’t remember his or her name, and you’d have to dig through boxes to find the trust documents that contain the contact information. Who has time for that?
It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years earlier and forgot that anyone realizes there’s a problem: Your plan is now so outdated that it no longer has anything to do with your life, your assets, or the law.
Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, and that lawyer is as happy as can be to probate your assets, which never made it into the trust.
The Pile Law Firm Experience
What makes our firm different is that we built our practice with the estate planning needs of growing families in mind. We understand that you’re BUSY, you’re growing, you’re intent on planning for a life of prosperity, and you value ease, convenience, and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children will be taken care of in the best way possible and that they’re properly prepared to receive your property if anything happens to you.
Rest assured, this is our focus as well. We’ve developed unique systems to give you the same access to a personal family lawyer that previously was available only to the likes of Bill Gates, Warren Buffet, and Sam Walton. With Pile Law Firm you’ll get the guidance you need to build and maintain your own life of prosperity and wealth – and pass it on.
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. The majority of what we do is billed on a flat-fee basis and agreed-to in advance, so there are never any surprises.
We have a whole team to serve you at our offices in Blue Bell, Pennsylvania. When you call us to ask a quick question, you won’t have to wait hours or days for a phone call back. You’ll get your answer right away. If you need to schedule a more in-depth legal or strategic call with us, a call will be scheduled when everyone’s available and ready for it so we can make the very best use of your time – and not waste time playing voicemail tag.
In addition, we ensure that everyone involved follows through on the most important details of your planning and that your plan continues to work throughout your lifetime.
We have a “funding coordinator” to ensure that …
- your assets are protected over the course of your life,
- none of your assets will end up going through a long, expensive court process, and
- none of your assets will be lost to the state because they were missed after your death.
We’ve created unique membership programs, too – programs that keep your plan up to date year in, year out, and 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. Pretty much everyone does at one time or another and for one reason or another. And when you do, you’ll be grateful that you can call on us and know we’ll be here to advise you or get you out of a jam.
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth.” The bulk of it is made up of your far-more-valuable intellectual, spiritual and human assets – the things that define who you are and what’s important to you.
Most estate plans are able to transfer only one’s financial wealth to the next generation. The intangible nature of one’s much greater wealth makes it difficult to capture, with the result that it’s frequently lost when the benefactor passes. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they learned during their lifetimes?
If you’re like most people, you know very little about your forebears’ intangible assets. The wealthiest families manage, however, to capture those intangibles and pass them along with their financial wealth. That’s part of the reason the rich keep getting richer.
We’ve developed a tool that allows us to pass on all of your family wealth, including your intellectual, spiritual and human assets. The details are too complex to divulge here, but we’ll definitely talk about them when you come to meet with us.
Contact Pile Law Firm and schedule a consultation with us today. We look forward to seeing you and caring for your family soon!
PS – if you think this sounds expensive, well … you’re right … and you’re wrong. When you create an estate plan with us, the cost is substantially less than it would be for your family if you died with some other plan that didn’t work or you didn’t have any plan at all. I’ve never had even one client leave my office because he or she wanted to put an estate plan in place for their loved ones but couldn’t afford it. We make creative financing available to you and all of our clients because we know that careful estate planning is the foundation for a life of success and a lasting legacy!