We’ve been offering free estate planning and elder law workshops for months – even during the COVID pandemic. But we’ve decided to stop offering workshops to the public at this time (we will still work with financial advisors to give private workshops to their clients).
Why? Basically we realized that offering a generic workshop was really just a way of trying to squeeze every unique individual and family into a “one-size-fits-all” box. And we hate classifying people into discrete boxes.
Each one of you is different and has unique situations and needs. We realized we were forcing people who had absolutely no interest or need for trusts or Medicaid to sit through a lengthy presentation that didn’t apply to their situation. That’s a waste of everyone’s time.
From the beginning, our law firm has been focused on providing customized estate plans (done by a lawyer, not a paralegal) and excellent customer service. We provide hours of our time for each family so we can truly understand your situation. We don’t advertise as “affordable” or “cheap,” and we don’t provide our clients with minimal 2-page Durable Powers of Attorney or 8-page trusts. Our plans and our documents are very thorough – we consider them your instruction manuals for when you’re not around.
So, we’re going back to basics. New clients who call us will be scheduled a free 15-min phone call with Cindy to briefly discuss their situation. Cindy will then discuss possible next steps and give a rough idea of pricing (we provide flat fee pricing for most of our estate planning services). If it seems like a good fit for everyone, then a phone, Zoom, or in-person meeting is scheduled to provide more education pertinent to your particular situation, gather more information, and finalize the terms of engagement.
You are unique and so are we. No more “one-size-fits-all.”
Ready to make sure everything’s in order for your loved ones in the event you become incapacitated or die? Give Manasota Elder Law a call at 941-444-5958. We’ll help you determine whether you’re all set, or whether there are still some things that need to be done to protect what’s most important to you … your family.