Personal family lawyer NJWe have blocked two hours off on attorney Rebecca Strub’s calendar for your planning session. You can expect to be here for the full two hours so that you can get the most out of your Family Wealth Planning Session. If this will not be possible during the time you scheduled, please give us a call so we can reschedule.

Ms. Strub is expecting to meet with you and with anyone else you will be planning with. Please make sure all parties will be available during the meeting time so that you can make the most of your planning session.

Your meeting will begin with Rebecca Strub sharing some background and history about our firm. You’ll then walk through “what would happen” if something were to happen to you now. You’ll let Rebecca know if “what would happen” is okay with you or not. If it’s not, Rebecca will help you design a plan to ensure your family will have as little to worry about as possible if something happens to you. We can have a plan in place protecting your family in about two months after your planning session.

As soon as possible, please review How Strub Law Is Different for an overview of what makes us unique. If, after reading that, you discover you are looking for a one-shot transaction rather than a lawyer who provides  a plan that will work at the time of your death or incapacity and guides you and your family throughout your lifetime, please let me know right away so I can reschedule my time and refer you to lawyers who operate on a transactional basis.

If, however, you are ready to embark on a lifetime relationship with a personal lawyer who will help you plan for a life of success and prosperity and ensure the protection of your wealth and your family, please keep reading.

You will get the most out of your personal Family Wealth Planning Session if you are prepared.

First, we provide a link for you to fill out your “Family Wealth Inventory and Assessment,” which is a great starting point for you to get your affairs organized.  The planning process is extremely helpful in that regard.  We are going to make organization even easier for you after you meet with us. Please submit your Assessment at least two days before your scheduled meeting so Rebecca will have an opportunity to thoroughly review it and be ready to advise you when you come in for your meeting.

Next, you will want to begin gathering bank account statements, brokerage statements, out of state property deeds, life insurance information, corporate records books (if you are a business owner), and retirement plan statements.  Don’t worry if you can’t find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process. If you have paper statements and documents, please bring them to your planning session. If you have digital statements, let us know and we will send you a link for securely uploading them to LawConnect.

Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you won’t need those right away, you may need them eventually and starting now can’t hurt.

If you have any trouble gathering any of this information, do not hesitate to give us a call (732.743.5120)… we’re here to help.