- She provides heart-based services.
- She creates more connected families during life and afterwards.
- She delivers love and heart-based services.
She will check-in with you every few years to make sure nothing in your life’s circumstances have changed that would cause your plan to change. Marriage, divorce, deaths, illnesses, births, and the like. She does this for you for free.
If something happens to you, you can rest assured that Sotera will continue to take care of you and your loved ones, as your Personal Legacy Lawyer.
Step 1 - Your Life & Legacy Planning Session
This is a 2-hour working session. We will begin with me sharing some of my background and passion. Then, we will walk through what would happen if something happened to you right now. Then, we’ll discuss whether you are ok with what would happen and, if not, we will help you design a plan that meets your family’s needs and budget.
Step 2 - Signing Ceremony – Peace of Mind
This is a big day. This is the day you will sign your plan. It’s a big day because once the ceremony is complete, you will feel a huge weight lifted off your shoulders. You will have peace of mind that you have done right for your family and given them a loving gift.
Step 3 - Leaving a Legacy – Be Legendary
During your legacy meeting, we will not only deliver your final estate plan, but we will take the time to help you be Legendary. Sotera believes that estate planning is not just about transferring your financial assets and personal belongings. Your Legacy encompasses everything you care about – your values, insights, stories, experience – your intellectual, spiritual and human assets. After you’ve passed, your loved ones will feel a huge gap in their life and hearts. They will wish they could hear your voice. They will wish they would have asked you questions about your life. They will long for your counsel and concern. During this legacy meeting, we will help you give your loved ones a tremendous gift of having you live on in a meaningful way.
How Much Does It Cost
We get asked this all the time. It’s a good question. The hard part is answering. The reason it is hard is because every family is different. Their life circumstances are different. Their needs are different. Their estates are different. Their priorities are different. There is no one-size fits all plan for every family. In fact, if a lawyer tells you the cost without ever knowing anything about you and your family, that should be a red flag.
You see, this is exactly why most estate plans fail. Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.
If you’d like to read more about this, please read an article here on “how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.”
Here’s what we can tell you…We’ve priced our estate planning for you and your family at the intersection of affordability and effectiveness.
We start all of our plans with a Life & Legacy Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the State Department of Unclaimed Property, when something happens to you.
Even if you never do any planning with us, the Life & Legacy Planning Session alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.
Then, when we meet, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.
If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up).
If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.
Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.
And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.
We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
Now having said all that, you probably want to at least know a range of what estate planning will cost.
A Life & Legacy Planning Session is $750. An Estate Plan Review and Checkup is $950. But, if you promise to do the homework we give you and turn it in a week before your appointment, we will waive the Planning Session fee.
At the Life & Legacy Planning Session, we will discuss various options for planning that fits your family’s desires. Plans can range from $1,500 to $7,000.
If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Life & Legacy Planning Session (or Estate Plan Review and Check-up) here.